IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $897M
1-Year Est. Return 28.96%
This Quarter Est. Return
1 Year Est. Return
+28.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$369K
3
+$351K
4
META icon
Meta Platforms (Facebook)
META
+$345K
5
BA icon
Boeing
BA
+$281K

Top Sells

1
+$1.34M
2
+$892K
3
+$274K
4
INTC icon
Intel
INTC
+$247K
5
CSCO icon
Cisco
CSCO
+$196K

Sector Composition

1 Healthcare 28.03%
2 Financials 21.43%
3 Communication Services 12.39%
4 Industrials 12.11%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
+30
152
$6K ﹤0.01%
+93
153
$6K ﹤0.01%
+200
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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+70
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$4K ﹤0.01%
+690
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170
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+6
171
$4K ﹤0.01%
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172
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173
$3K ﹤0.01%
+50
174
$3K ﹤0.01%
+44
175
$3K ﹤0.01%
+10
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