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
$647M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.63M
3
+$2.2M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Top Sells

1
+$4M
2
+$1.04M
3
+$935K
4
CARR icon
Carrier Global
CARR
+$854K
5
OTIS icon
Otis Worldwide
OTIS
+$652K

Sector Composition

1 Technology 25.49%
2 Financials 22.24%
3 Communication Services 19.99%
4 Consumer Discretionary 10.17%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.4M 11.96%
168,068
+4,472
2
$67.5M 10.43%
289,607
-17,149
3
$60.8M 9.39%
326,144
+11,234
4
$57.8M 8.94%
101,016
+93
5
$45.7M 7.06%
106,100
+3,349
6
$44.5M 6.88%
164,163
+1,717
7
$32.1M 4.96%
191,797
+1,148
8
$26.8M 4.15%
320,261
+12,373
9
$24.4M 3.77%
200,748
+21,639
10
$22.5M 3.48%
31,706
+982
11
$21.8M 3.37%
290,031
+29,294
12
$18.2M 2.81%
150,011
-8,583
13
$16M 2.48%
96,626
+6,876
14
$15.9M 2.46%
57,900
+3,830
15
$15.7M 2.42%
52,621
+2,146
16
$13.8M 2.13%
71,781
+5,735
17
$11.1M 1.72%
68,554
-194
18
$9.1M 1.41%
70,996
+5,847
19
$4.12M 0.64%
14,552
+71
20
$3.92M 0.61%
6,839
+2,401
21
$3.85M 0.6%
47,708
+68
22
$3.36M 0.52%
29,258
+16,953
23
$3.2M 0.5%
+34,963
24
$2.96M 0.46%
17,076
-21
25
$2.85M 0.44%
48,367
+21,905
1
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