1IA

1620 Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$1.31M
2
+$1.19M
3
+$867K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$834K
5
SO icon
Southern Company
SO
+$799K

Top Sells

1
+$3.38M
2
+$2.94M
3
+$2.71M
4
SNOW icon
Snowflake
SNOW
+$1.63M
5
TRP icon
TC Energy
TRP
+$704K

Sector Composition

1 Technology 13.49%
2 Financials 10.57%
3 Consumer Discretionary 7.15%
4 Healthcare 7.04%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25.7K 0.02%
+785
352
$25.6K 0.02%
+140
353
$25.5K 0.02%
+1,015
354
$25.1K 0.02%
+176
355
$24.8K 0.02%
+565
356
$24.7K 0.02%
+363
357
$24.7K 0.02%
+196
358
$24.5K 0.02%
+55
359
$23.9K 0.02%
+28
360
$23.6K 0.02%
+1,374
361
$23.2K 0.02%
+1,305
362
$23K 0.02%
+532
363
$22.8K 0.02%
+479
364
$22.6K 0.02%
+256
365
$22.6K 0.02%
+741
366
$22.5K 0.02%
+250
367
$22.4K 0.02%
+51
368
$21.7K 0.02%
+259
369
$21.3K 0.02%
+676
370
$21.1K 0.02%
+806
371
$21.1K 0.02%
+123
372
$21K 0.02%
+170
373
$20.5K 0.02%
+292
374
$20K 0.02%
+400
375
$19.9K 0.02%
+1,290
13 14
15
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