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
$118M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$367K
3
+$302K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$288K
5
META icon
Meta Platforms (Facebook)
META
+$271K

Top Sells

1
+$1.63M
2
+$372K
3
+$224K
4
AMAT icon
Applied Materials
AMAT
+$208K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$168K

Sector Composition

1 Healthcare 28.84%
2 Financials 23.15%
3 Industrials 12.45%
4 Communication Services 9.91%
5 Technology 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 15.15%
128,076
-100
2
$11.7M 9.87%
58,818
-229
3
$9.44M 7.99%
202,392
-34,847
4
$8.81M 7.46%
73,466
-3,100
5
$7.5M 6.35%
177,272
+61,168
6
$6.98M 5.91%
70,252
-38
7
$5.92M 5.01%
200,638
+8,195
8
$5.81M 4.92%
80,418
+1,553
9
$5.67M 4.8%
52,691
-994
10
$3.38M 2.86%
42,635
+3,628
11
$3.34M 2.82%
74,361
+450
12
$2.67M 2.26%
30,510
-89
13
$2.49M 2.11%
68,100
-3,815
14
$2.35M 1.99%
8,808
-439
15
$2.24M 1.9%
12,689
+1,536
16
$2.03M 1.72%
14,775
+119
17
$1.83M 1.55%
34,820
+3,900
18
$1.61M 1.37%
30,840
-4,280
19
$1.56M 1.32%
19,432
-971
20
$1.31M 1.11%
31,003
21
$1.12M 0.95%
10,514
-49
22
$1.08M 0.92%
18,500
+5,160
23
$1.06M 0.9%
4,340
-436
24
$1.04M 0.88%
15,000
25
$977K 0.83%
53,569
+5,326
1
2 3