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
$725M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.27M
3
+$6.53M
4
NVDA icon
NVIDIA
NVDA
+$5.9M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$5.01M

Top Sells

1
+$79M
2
+$2.72M
3
+$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1M
5
NFLX icon
Netflix
NFLX
+$933K

Sector Composition

1 Technology 25.92%
2 Financials 22.73%
3 Communication Services 19.28%
4 Consumer Discretionary 9.8%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.05T
$92.3M 12.72%
173,312
+3,657
AMZN icon
2
Amazon
AMZN
$2.42T
$67.5M 9.31%
354,848
+24,613
AAPL icon
3
Apple
AAPL
$3.99T
$65.5M 9.02%
294,699
-1,531
META icon
4
Meta Platforms (Facebook)
META
$1.89T
$57.4M 7.91%
99,556
-1,741
AXP icon
5
American Express
AXP
$249B
$44.2M 6.09%
164,288
-883
MSFT icon
6
Microsoft
MSFT
$3.95T
$41.6M 5.74%
110,848
+3,674
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.26T
$38.3M 5.29%
245,416
+41,811
ICSH icon
8
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.4B
$34.7M 4.79%
685,227
+98,751
NVDA icon
9
NVIDIA
NVDA
$4.66T
$34.4M 4.74%
317,389
+54,461
UBER icon
10
Uber
UBER
$201B
$29.9M 4.13%
410,792
+107,277
NFLX icon
11
Netflix
NFLX
$464B
$28.4M 3.91%
30,403
-1,001
V icon
12
Visa
V
$675B
$22M 3.04%
62,890
+3,484
RTX icon
13
RTX Corp
RTX
$240B
$21M 2.9%
158,637
-3,587
HSY icon
14
Hershey
HSY
$36.8B
$20.2M 2.78%
117,912
+42,488
APD icon
15
Air Products & Chemicals
APD
$56.9B
$15.7M 2.16%
53,185
+196
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$3.26T
$14.9M 2.06%
96,640
+5,504
JNJ icon
17
Johnson & Johnson
JNJ
$458B
$11.3M 1.56%
68,301
-251
VYM icon
18
Vanguard High Dividend Yield ETF
VYM
$65.9B
$11.1M 1.53%
86,212
+10,528
SNOW icon
19
Snowflake
SNOW
$90.1B
$8.02M 1.1%
54,843
-42
SPY icon
20
SPDR S&P 500 ETF Trust
SPY
$680B
$6.33M 0.87%
11,292
+2,975
PLTR icon
21
Palantir
PLTR
$449B
$5.25M 0.72%
62,258
+41,965
VTI icon
22
Vanguard Total Stock Market ETF
VTI
$560B
$4.09M 0.56%
14,889
-1
WMT icon
23
Walmart
WMT
$833B
$3.81M 0.52%
43,267
-4,528
QQQ icon
24
Invesco QQQ Trust
QQQ
$399B
$3.63M 0.5%
7,734
+1,810
PG icon
25
Procter & Gamble
PG
$355B
$2.79M 0.39%
16,387
-475
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