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

Top Buys

1
+$12.6M
2
+$7.58M
3
+$2.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.05M
5
AMZN icon
Amazon
AMZN
+$1.5M

Top Sells

1
+$917K
2
+$470K
3
+$407K
4
SDY icon
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 12.1%
312,258
+3,074
2
$39.9M 11.16%
148,873
+7,666
3
$31.8M 8.9%
281,085
+13,302
4
$24.1M 6.73%
103,012
+6,069
5
$23M 6.44%
141,401
-794
6
$21.5M 6.01%
158,432
+3,684
7
$21.4M 6%
706,792
+29,130
8
$16.5M 4.61%
161,652
+9,892
9
$15.2M 4.26%
111,606
+8,421
10
$15.1M 4.22%
301,179
+151,657
11
$12.6M 3.52%
+151,066
12
$10.1M 2.84%
150,940
-7,004
13
$9.27M 2.6%
52,070
+3,141
14
$8.79M 2.46%
37,285
+6,016
15
$7.68M 2.15%
79,530
+4,010
16
$7.13M 2%
75,304
+3,077
17
$3.31M 0.93%
20,247
+693
18
$3.09M 0.86%
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 0.59%
49,044
-2,073
23
$2.07M 0.58%
+16,395
24
$1.5M 0.42%
39,528
+1,993
25
$1.3M 0.36%
6,074
-512
1
2 3 4