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
1
$15.5M 11.37%
127,932
-399
2
$15.1M 11.03%
200,439
-1,953
3
$12.6M 9.2%
67,289
+870
4
$11.1M 8.1%
76,282
+974
5
$8.43M 6.18%
182,232
+860
6
$7.68M 5.63%
78,343
+1,349
7
$7.03M 5.15%
67,029
+3,524
8
$6.52M 4.78%
231,341
+18,541
9
$5.41M 3.96%
77,907
-12,852
10
$4.24M 3.11%
21,840
+1,777
11
$3.29M 2.41%
42,168
-1,961
12
$2.9M 2.12%
68,596
+4,030
13
$2.67M 1.96%
47,320
+2,880
14
$2.52M 1.84%
30,153
-1,662
15
$2.48M 1.82%
44,520
+4,500
16
$2.45M 1.8%
67,050
-585
17
$2.42M 1.78%
17,264
-65
18
$2.35M 1.72%
27,700
+460
19
$2.05M 1.5%
7,542
-278
20
$1.46M 1.07%
13,278
-591
21
$1.27M 0.93%
5,108
-66
22
$1.27M 0.93%
31,345
+171
23
$1.04M 0.76%
15,000
24
$843K 0.62%
78,934
+2,788
25
$691K 0.51%
5,094
+2
1
2 3 4 5