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
326
$33.7K 0.03%
+711
327
$33.6K 0.03%
+1,304
328
$33.4K 0.03%
+1,226
329
$32.7K 0.03%
+649
330
$32.6K 0.03%
+492
331
$32.3K 0.02%
+1,640
332
$31.1K 0.02%
+708
333
$30.6K 0.02%
+764
334
$30.4K 0.02%
+525
335
$30.4K 0.02%
+1,450
336
$30.3K 0.02%
800
-18,556
337
$30K 0.02%
+545
338
$29.7K 0.02%
+246
339
$29.6K 0.02%
+746
340
$29.3K 0.02%
+573
341
$29.2K 0.02%
+1,163
342
$29K 0.02%
+1,040
343
$29K 0.02%
+249
344
$28.8K 0.02%
+805
345
$28.4K 0.02%
+909
346
$28.3K 0.02%
+283
347
$28.3K 0.02%
+600
348
$26.8K 0.02%
+125
349
$26.2K 0.02%
+1,030
350
$26.1K 0.02%
1,705
-17,282
12 13
14
15 16