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
$897M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$30.7M
2 +$16.8M
3 +$13M
4
AXP icon
American Express
AXP
+$7.86M
5
AMZN icon
Amazon
AMZN
+$7.32M

Top Sells

1 +$12.1M
2 +$8.02M
3 +$1.91M
4
HQY icon
HealthEquity
HQY
+$1.57M
5
CARR icon
Carrier Global
CARR
+$850K

Sector Composition

1 Technology 30.8%
2 Communication Services 20.43%
3 Financials 19.66%
4 Consumer Discretionary 9.84%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WW
101
DELISTED
WW International
WW
-17,250
VZ icon
102
Verizon
VZ
$173B
-6,379
SNOW icon
103
Snowflake
SNOW
$87.1B
-54,843