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
301
$45.1K 0.03%
+391
302
$44K 0.03%
+1,645
303
$43.7K 0.03%
+330
304
$43.7K 0.03%
+53
305
$42.3K 0.03%
+800
306
$41.9K 0.03%
+334
307
$41.9K 0.03%
+212
308
$41.8K 0.03%
+708
309
$41.5K 0.03%
+888
310
$41.2K 0.03%
+1,560
311
$40.9K 0.03%
+2,089
312
$40.9K 0.03%
+159
313
$40.6K 0.03%
+1,049
314
$38.8K 0.03%
+142
315
$38.8K 0.03%
+560
316
$38.8K 0.03%
+213
317
$38K 0.03%
+791
318
$37.4K 0.03%
+204
319
$36.1K 0.03%
+66
320
$35.5K 0.03%
+500
321
$35.2K 0.03%
+686
322
$34.7K 0.03%
+1,620
323
$34.1K 0.03%
+369
324
$33.9K 0.03%
+349
325
$33.7K 0.03%
+589
11 12
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