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
$709M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$8.55M
3
+$3.96M
4
BILL icon
BILL Holdings
BILL
+$2.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M

Top Sells

1
+$24.7M
2
+$2.72M
3
+$1.04M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$391K
5
PDSB icon
PDS Biotechnology
PDSB
+$287K

Sector Composition

1 Technology 26.91%
2 Financials 21.32%
3 Communication Services 20.35%
4 Consumer Discretionary 10.88%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.04%
487
-21
77
$245K 0.03%
1,376
+9
78
$236K 0.03%
1,413
-239
79
$234K 0.03%
4,671
80
$220K 0.03%
1,875
-50
81
$220K 0.03%
3,500
82
$212K 0.03%
5,055
83
$207K 0.03%
5,426
-655
84
$205K 0.03%
+2,968
85
$200K 0.03%
412
86
$21.9K ﹤0.01%
+17,250
87
$14.4K ﹤0.01%
12,650
88
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89
– –
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90
– –
-2,970
91
– –
-7,431
92
– –
-1,511
93
– –
-252
94
– –
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95
– –
-75,016
96
– –
-16,000
97
– –
-156
1 2 3
4