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
$709M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$8.55M
3
+$3.96M
4
BILL icon
BILL Holdings
BILL
+$2.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M

Top Sells

1
+$24.7M
2
+$2.72M
3
+$1.04M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$391K
5
PDSB icon
PDS Biotechnology
PDSB
+$287K

Sector Composition

1 Technology 26.91%
2 Financials 21.32%
3 Communication Services 20.35%
4 Consumer Discretionary 10.88%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.9M 10.85%
169,655
+1,587
2
$74.1M 10.45%
296,230
+6,623
3
$72.5M 10.22%
330,235
+4,091
4
$59.4M 8.38%
101,297
+281
5
$49M 6.92%
165,171
+1,008
6
$45.2M 6.37%
107,174
+1,074
7
$38.8M 5.48%
203,605
+11,808
8
$36.1M 5.1%
262,928
+62,180
9
$29.6M 4.17%
586,476
+580,119
10
$28M 3.95%
31,404
-302
11
$18.8M 2.65%
59,406
+1,506
12
$18.8M 2.65%
162,224
+12,213
13
$18.3M 2.59%
303,515
+13,484
14
$17.3M 2.43%
91,136
-5,490
15
$15.4M 2.17%
52,989
+368
16
$12.8M 1.8%
75,424
+3,643
17
$9.91M 1.4%
68,552
-2
18
$9.66M 1.36%
75,684
+4,688
19
$8.47M 1.2%
54,885
+25,627
20
$4.88M 0.69%
8,317
+1,478
21
$4.32M 0.61%
47,795
+87
22
$4.32M 0.61%
14,890
+338
23
$3.03M 0.43%
5,924
+1,092
24
$3.01M 0.43%
51,805
+3,438
25
$2.83M 0.4%
16,862
-214
1
2 3 4