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
351
$25.9K 0.02%
+838
352
$25.7K 0.02%
+785
353
$25.6K 0.02%
+140
354
$25.5K 0.02%
+1,015
355
$25.1K 0.02%
+176
356
$24.8K 0.02%
+565
357
$24.7K 0.02%
+363
358
$24.7K 0.02%
+196
359
$24.5K 0.02%
+55
360
$23.9K 0.02%
+28
361
$23.6K 0.02%
+1,374
362
$23.2K 0.02%
+1,305
363
$23K 0.02%
+532
364
$22.8K 0.02%
+479
365
$22.6K 0.02%
+256
366
$22.6K 0.02%
+741
367
$22.5K 0.02%
+250
368
$22.4K 0.02%
+51
369
$21.7K 0.02%
+259
370
$21.3K 0.02%
+676
371
$21.1K 0.02%
+806
372
$21.1K 0.02%
+123
373
$21K 0.02%
+170
374
$20.5K 0.02%
+292
375
$20K 0.02%
+400