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
$205M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.25M
3
+$2.89M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.97M
5
RTX icon
RTX Corp
RTX
+$1.82M

Top Sells

1
+$1.97M
2
+$1.07M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$951K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$910K

Sector Composition

1 Financials 20.41%
2 Technology 16.45%
3 Communication Services 15.01%
4 Healthcare 14.03%
5 Consumer Discretionary 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 10.83%
242,100
+9,036
2
$19.1M 9.29%
138,680
+5,420
3
$16.4M 7.94%
115,265
+13,920
4
$16.2M 7.88%
90,322
-5,063
5
$11.1M 5.39%
116,630
+4,880
6
$11M 5.32%
461,726
+35,144
7
$10.8M 5.24%
47,433
+3,719
8
$9.91M 4.81%
87,456
-4,622
9
$9.81M 4.76%
167,095
+49,175
10
$7.43M 3.61%
35,185
+15,370
11
$5.34M 2.59%
85,470
+29,170
12
$5.11M 2.48%
+23,681
13
$4.76M 2.31%
66,640
+12,840
14
$4.59M 2.23%
64,760
+460
15
$4.43M 2.15%
23,840
+9,050
16
$2.5M 1.21%
30,257
+13,762
17
$2.15M 1.04%
17,554
+1,459
18
$2.11M 1.02%
221,640
+59,040
19
$2.02M 0.98%
25,648
-13,277
20
$1.96M 0.95%
12,529
+19
21
$1.91M 0.93%
47,913
+18,996
22
$1.81M 0.88%
4,757
-5,159
23
$1.58M 0.77%
5,293
+1,003
24
$1.57M 0.76%
11,911
+4,436
25
$1.48M 0.72%
+40,930
1
2 3 4