IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
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
+$3.91M
2
+$1.8M
3
+$1.67M
4
MSFT icon
Microsoft
MSFT
+$1.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.52M

Top Sells

1
+$5.67M
2
+$658K
3
+$578K
4
VUG icon
Vanguard Growth ETF
VUG
+$545K
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 11.91%
309,184
+11,013
2
$38.5M 10.86%
141,207
+4,835
3
$28.4M 8.01%
267,783
+31,223
4
$25.2M 7.11%
142,195
+813
5
$24.9M 7.02%
96,943
+5,752
6
$21.4M 6.04%
154,748
+4,774
7
$21.1M 5.94%
677,662
+50,039
8
$16.6M 4.69%
103,185
+4,286
9
$16.6M 4.68%
151,760
+7,500
10
$15M 4.22%
149,522
-113,204
11
$9.69M 2.73%
157,944
-1,578
12
$9.63M 2.71%
48,929
+2,795
13
$8.22M 2.32%
75,520
+1,580
14
$6.81M 1.92%
72,227
+526
15
$5.47M 1.54%
312,690
+56,810
16
$3.49M 0.98%
230,520
+1,130
17
$3.25M 0.92%
19,554
+934
18
$2.7M 0.76%
26,677
+973
19
$2.5M 0.71%
13,360
+1
20
$2.48M 0.7%
10,031
+946
21
$2.07M 0.58%
51,117
+1,449
22
$1.9M 0.54%
37,535
+5,675
23
$1.47M 0.41%
6,586
-2,212
24
$1.29M 0.36%
4,086
-118
25
$1.24M 0.35%
4,517
-201
1
2 3 4