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
$592M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.4M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.22M
5
V icon
Visa
V
+$1.09M

Top Sells

1
+$2.96M
2
+$1.03M
3
+$690K
4
DIS icon
Walt Disney
DIS
+$690K
5
GE icon
GE Aerospace
GE
+$390K

Sector Composition

1 Technology 26.29%
2 Communication Services 20.97%
3 Financials 20.84%
4 Consumer Discretionary 10.95%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.5M 11.23%
163,596
+2,116
2
$64.7M 10.91%
306,756
+6,524
3
$60.9M 10.27%
314,910
+1,407
4
$50.9M 8.59%
100,923
-347
5
$45.9M 7.75%
102,751
+694
6
$37.6M 6.35%
162,446
+279
7
$35M 5.9%
190,649
+2,720
8
$24.6M 4.15%
307,888
+42,815
9
$22.1M 3.72%
179,109
-29,261
10
$20.7M 3.5%
307,240
+1,300
11
$18.9M 3.2%
260,737
+61,801
12
$16.3M 2.76%
89,750
+298
13
$15.9M 2.69%
158,594
+3,158
14
$14.2M 2.4%
54,070
+3,960
15
$13M 2.2%
50,475
+4,056
16
$12.1M 2.05%
66,046
+9,537
17
$10M 1.7%
68,748
-125
18
$7.73M 1.3%
65,149
+7,039
19
$3.87M 0.65%
14,481
-14
20
$3.23M 0.54%
47,640
-603
21
$2.82M 0.48%
17,097
+16
22
$2.42M 0.41%
4,438
-27
23
$2.32M 0.39%
26,920
-4,519
24
$2.26M 0.38%
13,701
-1,331
25
$1.88M 0.32%
6,002
-21
1
2 3 4