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
$355M
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.56M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M

Top Sells

1
+$11.3M
2
+$658K
3
+$574K
4
VUG icon
Vanguard Growth ETF
VUG
+$493K
5
CRWD icon
CrowdStrike
CRWD
+$405K

Sector Composition

1 Financials 26.88%
2 Technology 20.32%
3 Communication Services 15.75%
4 Healthcare 10.86%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.2M 11.64%
309,184
+11,013
2
$38.5M 10.62%
141,207
+4,835
3
$28.4M 7.83%
267,783
+31,223
4
$25.2M 6.95%
142,195
+813
5
$24.9M 6.86%
96,943
+5,752
6
$21.4M 5.91%
154,748
+4,774
7
$21.1M 5.81%
677,662
+50,039
8
$16.6M 4.58%
103,185
+4,286
9
$16.6M 4.57%
151,760
+7,500
10
$15M 4.12%
149,522
-113,204
11
$9.69M 2.67%
157,944
-1,578
12
$9.63M 2.65%
48,929
+2,795
13
$8.22M 2.27%
75,520
+1,580
14
$6.81M 1.88%
72,227
+526
15
$5.47M 1.51%
31,269
+5,681
16
$3.49M 0.96%
230,520
+1,130
17
$3.25M 0.9%
19,554
+934
18
$2.7M 0.74%
26,677
+973
19
$2.5M 0.69%
13,360
+1
20
$2.48M 0.68%
10,031
+946
21
$2.07M 0.57%
51,117
+1,449
22
$1.9M 0.52%
37,535
+5,675
23
$1.47M 0.4%
6,586
-2,212
24
$1.29M 0.36%
4,086
-118
25
$1.24M 0.34%
4,517
-201
1
2 3 4