IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$977M
1-Year Est. Return
29%
This Fund
S&P 500
1 Year Est. Return
+29%
AUM
$963M
AUM Growth
+$65.3M
(+7.3%)
Holding
104
Top Buys
| 1 | +$7.34M | |
| 2 | +$1.8M | |
| 3 | +$1.53M | |
| 4 |
Tesla
TSLA
|
+$1.43M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.3M |
Top Sells
| 1 | +$17.9M | |
| 2 | +$2.19M | |
| 3 | +$1.92M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.71M |
| 5 |
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
Berkshire Hathaway Class B
BRK.B
$1.01T
| $95.7M | 9.95% |
190,157
+15,151
|
|
||
2
Amazon
AMZN
$2.84T
| $85.2M | 8.85% |
387,343
-870
|
|
||
3
Meta Platforms (Facebook)
META
$1.71T
| $84M | 8.72% |
114,662
-2,574
|
|
||
4
Apple
AAPL
$3.98T
| $76.7M | 7.97% |
300,997
-9,705
|
|
||
5
NVIDIA
NVDA
$5.06T
| $76.2M | 7.91% |
408,726
-102,954
|
|
||
|
6
Alphabet (Google) Class C
GOOG
$4.14T
| $65.6M | 6.81% |
269,351
-8,141
|
|
||
7
American Express
AXP
$214B
| $61.6M | 6.4% |
185,038
-3,906
|
|
||
8
Microsoft
MSFT
$3.15T
| $60M | 6.23% |
115,887
+307
|
|
||
9
Uber
UBER
$152B
| $43.3M | 4.5% |
441,637
+499
|
|
||
|
10
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.26B
| $42.8M | 4.45% |
843,178
+25,736
|
|
||
11
RTX Corp
RTX
$235B
| $26.9M | 2.79% |
160,879
-1,501
|
|
||
|
12
Alphabet (Google) Class A
GOOGL
$4.17T
| $25.8M | 2.68% |
106,238
+116
|
|
||
13
Netflix
NFLX
$389B
| $25.2M | 2.62% |
210,720
-2,800
|
|
||
14
Visa
V
$595B
| $24M | 2.5% |
70,415
+5,204
|
|
||
15
Hershey
HSY
$38.8B
| $22.8M | 2.37% |
121,799
-2,172
|
|
||
16
Palo Alto Networks
PANW
$145B
| $17.1M | 1.78% |
84,013
+1,885
|
|
||
17
Air Products & Chemicals
APD
$67.2B
| $16.6M | 1.73% |
61,129
-405
|
|
||
18
Palantir
PLTR
$342B
| $16.4M | 1.7% |
89,969
-187
|
|
||
19
Vanguard High Dividend Yield ETF
VYM
$76B
| $14.4M | 1.49% |
101,976
+8,109
|
|
||
20
Johnson & Johnson
JNJ
$548B
| $12.6M | 1.31% |
68,081
-554
|
|
||
21
State Street SPDR S&P 500 ETF Trust
SPY
$729B
| $5.27M | 0.55% |
7,906
-304
|
|
||
22
Vanguard Total Stock Market ETF
VTI
$615B
| $4.85M | 0.5% |
14,768
-115
|
|
||
23
Invesco QQQ Trust
QQQ
$436B
| $4.43M | 0.46% |
7,381
-66
|
|
||
24
Walmart Inc
WMT
$1.04T
| $3.71M | 0.39% |
35,909
-3,220
|
|
||
|
25
Tesla
TSLA
$1.41T
| $3.21M | 0.33% |
7,221
+4,114
|
|