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
$453M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$997K
3
+$822K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$540K
5
TSLA icon
Tesla
TSLA
+$311K

Top Sells

1
+$382K
2
+$355K
3
+$285K
4
V icon
Visa
V
+$228K
5
GE icon
GE Aerospace
GE
+$221K

Sector Composition

1 Financials 25.94%
2 Technology 23.86%
3 Communication Services 18.61%
4 Consumer Discretionary 10.49%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.6M 12.89%
307,430
-1,833
2
$52.9M 11.44%
155,118
+1,584
3
$42.2M 9.13%
323,977
+8,532
4
$36.2M 7.82%
106,264
+35
5
$27M 5.83%
154,703
+628
6
$26.2M 5.67%
91,333
7
$23.3M 5.04%
192,581
+8,245
8
$21M 4.53%
126,643
-2,310
9
$20.9M 4.51%
726,722
+8,811
10
$16.2M 3.5%
205,014
+10,405
11
$14.3M 3.09%
145,790
+603
12
$14M 3.02%
31,729
-266
13
$11.9M 2.57%
50,032
-960
14
$11M 2.37%
91,546
+1,297
15
$8.78M 1.9%
207,140
-5,060
16
$7.77M 1.68%
87,031
+1,817
17
$3.39M 0.73%
18,302
-432
18
$3.22M 0.7%
30,347
-4
19
$3.15M 0.68%
49,894
-4,509
20
$3.1M 0.67%
10,376
-311
21
$2.96M 0.64%
13,429
22
$2.79M 0.6%
6,303
-60
23
$2.51M 0.54%
47,982
-408
24
$2.49M 0.54%
16,422
+4
25
$1.97M 0.43%
11,203
+347
1
2 3 4