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
251
$72.2K 0.06%
+2,089
252
$72K 0.06%
+932
253
$71.5K 0.05%
+1,194
254
$70.6K 0.05%
+758
255
$70.1K 0.05%
+450
256
$69.3K 0.05%
+1,002
257
$68.8K 0.05%
+366
258
$68.7K 0.05%
+912
259
$67.4K 0.05%
+9,057
260
$66.9K 0.05%
+737
261
$66.9K 0.05%
+866
262
$65.3K 0.05%
+86
263
$63.7K 0.05%
+998
264
$63.5K 0.05%
+1,311
265
$61.9K 0.05%
+1,311
266
$61.7K 0.05%
+513
267
$60.5K 0.05%
+1,574
268
$60K 0.05%
+1,442
269
$59.4K 0.05%
+516
270
$57.3K 0.04%
+1,009
271
$57.1K 0.04%
+1,645
272
$55.4K 0.04%
+3,069
273
$54.1K 0.04%
+8,663
274
$52.9K 0.04%
+3,000
275
$52.2K 0.04%
+4,992
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