IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.99%
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 +$7.82M
2 +$7.27M
3 +$6.53M
4
NVDA icon
NVIDIA
NVDA
+$5.9M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$5.01M

Top Sells

1 +$79M
2 +$2.72M
3 +$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1M
5
NFLX icon
Netflix
NFLX
+$933K

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