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
$136M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$553K
2
+$360K
3
+$349K
4
META icon
Meta Platforms (Facebook)
META
+$321K
5
BA icon
Boeing
BA
+$288K

Top Sells

1
+$1.34M
2
+$859K
3
+$265K
4
INTC icon
Intel
INTC
+$247K
5
CSCO icon
Cisco
CSCO
+$196K

Sector Composition

1 Healthcare 28.06%
2 Financials 21.43%
3 Communication Services 12.39%
4 Industrials 12.11%
5 Technology 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
+2
202
– –
-4,576
203
– –
-4,750
204
$0 ﹤0.01%
+10
205
$0 ﹤0.01%
+1
206
$0 ﹤0.01%
+4
207
$0 ﹤0.01%
+11
208
$0 ﹤0.01%
+1
209
$0 ﹤0.01%
+22
5 6 7 8
9