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
$647M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.63M
3
+$2.2M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Top Sells

1
+$4M
2
+$1.04M
3
+$935K
4
CARR icon
Carrier Global
CARR
+$854K
5
OTIS icon
Otis Worldwide
OTIS
+$652K

Sector Composition

1 Technology 25.49%
2 Financials 22.24%
3 Communication Services 19.99%
4 Consumer Discretionary 10.17%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.04%
+412
77
$239K 0.04%
1,925
-203
78
$234K 0.04%
4,671
-800
79
$232K 0.04%
1,157
80
$227K 0.04%
439
+18
81
$224K 0.03%
252
+1
82
$223K 0.03%
+156
83
$218K 0.03%
2,092
84
$216K 0.03%
4,730
-3,300
85
$216K 0.03%
5,442
-683
86
$204K 0.03%
+1,511
87
$202K 0.03%
+2,970
88
$201K 0.03%
+3,500
89
$23K ﹤0.01%
16,000
90
$17.8K ﹤0.01%
12,650
91
– –
-13,701
92
– –
-8,624
93
– –
-7,409
94
– –
-6,849
95
– –
-12,235
1 2 3
4