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
$362M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.86M
3
+$1.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
MSFT icon
Microsoft
MSFT
+$447K

Top Sells

1
+$6.57M
2
+$6.14M
3
+$5.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.42M

Sector Composition

1 Financials 30.41%
2 Technology 19.97%
3 Communication Services 12.6%
4 Healthcare 8.88%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.8M 12.79%
151,476
+2,603
2
$40.9M 11.19%
312,448
+190
3
$25.2M 6.88%
104,877
+1,865
4
$23.6M 6.44%
133,381
-8,020
5
$23.6M 6.44%
158,636
+204
6
$23.5M 6.42%
707,448
+656
7
$17.2M 4.69%
203,247
-77,838
8
$15.1M 4.13%
150,145
-921
9
$15M 4.11%
300,346
-833
10
$14.2M 3.88%
37,057
+33,384
11
$12.4M 3.38%
137,692
-23,960
12
$11M 3%
52,834
+764
13
$10.4M 2.85%
35,331
-1,954
14
$7.6M 2.08%
61,742
-49,864
15
$7.06M 1.93%
79,942
+412
16
$6.34M 1.73%
72,122
-3,182
17
$5.84M 1.6%
21,928
+18,245
18
$3.96M 1.08%
64,213
-86,727
19
$3.86M 1.05%
211,250
-13,390
20
$3.65M 1%
20,227
-20
21
$2.87M 0.78%
26,502
-588
22
$2.83M 0.77%
10,740
+288
23
$2.55M 0.7%
13,360
24
$2.48M 0.68%
16,370
-25
25
$2.3M 0.63%
48,723
-321
1
2 3 4