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
276
$52.2K 0.04%
+11,269
277
$52.1K 0.04%
+258
278
$52.1K 0.04%
+385
279
$52K 0.04%
+824
280
$51.6K 0.04%
+2,662
281
$51.4K 0.04%
+235
282
$50.9K 0.04%
+2,833
283
$50.8K 0.04%
+238
284
$50.2K 0.04%
+222
285
$50K 0.04%
+14,361
286
$48.9K 0.04%
+855
287
$48.8K 0.04%
+531
288
$47.6K 0.04%
+505
289
$47.4K 0.04%
+475
290
$47.1K 0.04%
+745
291
$46.7K 0.04%
600
-33,216
292
$46.7K 0.04%
+466
293
$46.6K 0.04%
+616
294
$46.5K 0.04%
+742
295
$46.3K 0.04%
+450
296
$46.3K 0.04%
+173
297
$46.1K 0.04%
+2,939
298
$45.8K 0.04%
+4,120
299
$45.7K 0.04%
+427
300
$45.6K 0.03%
+544
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