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
$354M
AUM Growth
-$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.59M
3
+$2.33M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.68M

Top Sells

1
+$917K
2
+$443K
3
+$407K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$272K
5
NEM icon
Newmont
NEM
+$262K

Sector Composition

1 Financials 27.35%
2 Technology 20.18%
3 Communication Services 16.08%
4 Healthcare 10.35%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 12.21%
312,258
+3,074
2
$39.9M 11.25%
148,873
+7,666
3
$31.8M 8.97%
281,085
+13,302
4
$24.1M 6.79%
103,012
+6,069
5
$23M 6.5%
141,401
-794
6
$21.5M 6.06%
158,432
+3,684
7
$21.4M 6.05%
706,792
+29,130
8
$16.5M 4.65%
161,652
+9,892
9
$15.2M 4.3%
111,606
+8,421
10
$15.1M 4.25%
301,179
+151,657
11
$12.6M 3.55%
+151,066
12
$10.1M 2.86%
150,940
-7,004
13
$9.27M 2.62%
52,070
+3,141
14
$8.79M 2.48%
372,850
+60,160
15
$7.68M 2.17%
79,530
+4,010
16
$7.13M 2.01%
75,304
+3,077
17
$3.31M 0.94%
20,247
+693
18
$3.09M 0.87%
224,640
-5,880
19
$2.63M 0.74%
27,090
+413
20
$2.45M 0.69%
13,360
21
$2.41M 0.68%
10,452
+421
22
$2.12M 0.6%
49,044
-2,073
23
$2.07M 0.59%
+16,395
24
$1.5M 0.42%
39,528
+1,993
25
$1.3M 0.37%
6,074
-512
1
2 3 4