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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$963M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M
2 +$1.8M
3 +$1.53M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.3M

Top Sells

1 +$17.9M
2 +$2.19M
3 +$1.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M
5
CATY icon
Cathay General Bancorp
CATY
+$1.5M

Sector Composition

1 Technology 30.74%
2 Communication Services 20.89%
3 Financials 19.54%
4 Consumer Discretionary 9.45%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$299K 0.03%
2,400
77
$292K 0.03%
3,500
78
$281K 0.03%
419
79
$274K 0.03%
1,250
80
$270K 0.03%
3,000
81
$270K 0.03%
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$269K 0.03%
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83
$263K 0.03%
1,889
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84
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85
$258K 0.03%
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86
$243K 0.03%
320
87
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88
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$215K 0.02%
1,511
93
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$212K 0.02%
5,426
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98
$204K 0.02%
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99
$201K 0.02%
+3,500
100
$186K 0.02%
+12,431