1IA

1620 Investment Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.27M
3
+$919K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$837K
5
SO icon
Southern Company
SO
+$818K

Top Sells

1
+$3.45M
2
+$3.33M
3
+$2.59M
4
SNOW icon
Snowflake
SNOW
+$1.49M
5
TRP icon
TC Energy
TRP
+$703K

Sector Composition

1 Technology 13.49%
2 Financials 8.44%
3 Consumer Discretionary 7.15%
4 Healthcare 7%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86.7K 0.07%
+1,605
227
$85K 0.07%
+1,646
228
$84.3K 0.06%
+654
229
$83.9K 0.06%
+620
230
$83.9K 0.06%
+2,511
231
$81.7K 0.06%
+2,055
232
$80.4K 0.06%
+777
233
$80.4K 0.06%
+2,070
234
$79.9K 0.06%
+451
235
$79.8K 0.06%
+313
236
$79.5K 0.06%
+4,924
237
$79.2K 0.06%
+169
238
$79K 0.06%
+3,656
239
$78.1K 0.06%
+491
240
$77.8K 0.06%
+1,056
241
$77.1K 0.06%
+604
242
$76.8K 0.06%
21,320
+8,047
243
$76.7K 0.06%
+473
244
$76.3K 0.06%
+842
245
$75.4K 0.06%
+2,400
246
$73.8K 0.06%
+1,675
247
$73.8K 0.06%
+281
248
$73.4K 0.06%
+730
249
$72.6K 0.06%
+243
250
$72.3K 0.06%
+1,090
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