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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$963M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$1.8M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.3M

Top Sells

1
+$17.9M
2
+$2.19M
3
+$1.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M
5
CATY icon
Cathay General Bancorp
CATY
+$1.5M

Sector Composition

1 Technology 30.74%
2 Communication Services 20.89%
3 Financials 19.54%
4 Consumer Discretionary 9.45%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.7M 9.95%
190,157
+15,151
2
$85.2M 8.85%
387,343
-870
3
$84M 8.72%
114,662
-2,574
4
$76.7M 7.97%
300,997
-9,705
5
$76.2M 7.91%
408,726
-102,954
6
$65.6M 6.81%
269,351
-8,141
7
$61.6M 6.4%
185,038
-3,906
8
$60M 6.23%
115,887
+307
9
$43.3M 4.5%
441,637
+499
10
$42.8M 4.45%
843,178
+25,736
11
$26.9M 2.79%
160,879
-1,501
12
$25.8M 2.68%
106,238
+116
13
$25.2M 2.62%
210,720
-2,800
14
$24M 2.5%
70,415
+5,204
15
$22.8M 2.37%
121,799
-2,172
16
$17.1M 1.78%
84,013
+1,885
17
$16.6M 1.73%
61,129
-405
18
$16.4M 1.7%
89,969
-187
19
$14.4M 1.49%
101,976
+8,109
20
$12.6M 1.31%
68,081
-554
21
$5.27M 0.55%
7,906
-304
22
$4.85M 0.5%
14,768
-115
23
$4.43M 0.46%
7,381
-66
24
$3.71M 0.39%
35,909
-3,220
25
$3.21M 0.33%
7,221
+4,114
1
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