IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $897M
1-Year Est. Return 28.96%
This Quarter Est. Return
1 Year Est. Return
+28.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.37M
3
+$815K
4
META icon
Meta Platforms (Facebook)
META
+$623K
5
RTX icon
RTX Corp
RTX
+$613K

Top Sells

1
+$584K
2
+$542K
3
+$526K
4
MSFT icon
Microsoft
MSFT
+$460K
5
JNJ icon
Johnson & Johnson
JNJ
+$403K

Sector Composition

1 Financials 26.54%
2 Technology 22.38%
3 Communication Services 19.83%
4 Consumer Discretionary 10.35%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.05%
+439
77
$214K 0.05%
1,906
78
$209K 0.05%
5,055
79
$203K 0.05%
3,000
80
$200K 0.05%
1,245
81
$153K 0.03%
10,189
-573
82
$94.7K 0.02%
+16,000
83
$74.4K 0.02%
14,047
-2,127
84
$59.5K 0.01%
12,650
85
– –
-469
86
– –
-37,279
87
– –
-516
88
– –
-6,816
1 2 3
4