IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$897M
This Quarter Return
-0.98%
1 Year Return
+28.96%
3 Year Return
+130.44%
5 Year Return
+193.74%
10 Year Return
–
AUM
$363M
AUM Growth
+$363M
(+2.9%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
5.21%
Top 10 Holdings %
Top 10 Hldgs %
67.84%
Holding
125
New
14
Increased
41
Reduced
32
Closed
14
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.51M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.48M |
| 3 |
Amazon
AMZN
|
$2.39M |
| 4 |
Alibaba
BABA
|
$2.12M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.52M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.86M |
| 2 |
Kellanova
K
|
$478K |
| 3 |
FedEx
FDX
|
$350K |
| 4 |
PDS Biotechnology
PDSB
|
$316K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$263K |
Sector Composition
| 1 | Financials | 22.64% |
| 2 | Technology | 19.52% |
| 3 | Communication Services | 17.93% |
| 4 | Consumer Discretionary | 12.33% |
| 5 | Healthcare | 10.14% |
