IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.66M
3
+$6.96M
4
NVDA icon
NVIDIA
NVDA
+$6.9M
5
AMZN icon
Amazon
AMZN
+$5.34M

Top Sells

1
+$72.2M
2
+$2.72M
3
+$1.94M
4
META icon
Meta Platforms (Facebook)
META
+$1.12M
5
NFLX icon
Netflix
NFLX
+$952K

Sector Composition

1 Technology 25.92%
2 Financials 22.73%
3 Communication Services 19.28%
4 Consumer Discretionary 9.8%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,500
102
– –
-11,408
103
– –
0
1 2 3 4
5