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
$107M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.93M
3
+$1.49M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.33M

Top Sells

1
+$1.56M
2
+$530K
3
+$527K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$342K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$303K

Sector Composition

1 Healthcare 31.81%
2 Financials 23.02%
3 Industrials 12.11%
4 Communication Services 10.04%
5 Technology 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 15.56%
128,176
+1,619
2
$12M 11.21%
237,239
+4,493
3
$10.8M 10.11%
59,047
+7,288
4
$7.48M 6.98%
76,566
+8,253
5
$6.36M 5.94%
70,290
+10,053
6
$5.29M 4.94%
53,685
+24,646
7
$4.88M 4.55%
192,443
+13,767
8
$4.68M 4.37%
78,865
+9,197
9
$4.47M 4.18%
116,104
+33,808
10
$3.13M 2.92%
39,007
+24,087
11
$2.69M 2.52%
30,599
+15,059
12
$2.42M 2.26%
71,915
+500
13
$2.32M 2.17%
9,247
-27
14
$1.91M 1.78%
11,153
+3,244
15
$1.9M 1.77%
14,656
16
$1.68M 1.57%
35,120
+4,220
17
$1.61M 1.51%
73,911
+20,511
18
$1.5M 1.41%
30,920
+6,980
19
$1.49M 1.39%
+20,403
20
$1.25M 1.16%
+31,003
21
$1.18M 1.1%
10,563
+7,101
22
$1.1M 1.03%
4,776
-1,481
23
$943K 0.88%
+15,000
24
$848K 0.79%
48,243
+14,215
25
$685K 0.64%
12,425
+1,145
1
2 3