IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Quarter Est. Return
1 Year Est. Return
+32.99%
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 +$7.63M
2 +$1.83M
3 +$1.78M
4
SNOW icon
Snowflake
SNOW
+$1.61M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.31M

Top Sells

1 +$19.2M
2 +$2.47M
3 +$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$1.88M
5
CATY icon
Cathay General Bancorp
CATY
+$1.49M

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
PL icon
101
Planet Labs
PL
$5.7B
$130K 0.01%
+10,000
GAMB icon
102
Gambling.com
GAMB
$198M
$83.5K 0.01%
+10,250
PDSB icon
103
PDS Biotechnology
PDSB
$53.4M
$76.5K 0.01%
+75,016
WFC icon
104
Wells Fargo
WFC
$290B
-2,619