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
376
$19.9K 0.02%
+1,290
377
$19.7K 0.02%
+4,227
378
$19.7K 0.02%
+152
379
$19.4K 0.01%
+203
380
$19.3K 0.01%
+478
381
$19.1K 0.01%
+104
382
$19.1K 0.01%
+342
383
$19.1K 0.01%
+958
384
$19K 0.01%
+378
385
$18.9K 0.01%
+2,727
386
$18.7K 0.01%
+1,590
387
$18.7K 0.01%
+520
388
$18.6K 0.01%
+400
389
$18.5K 0.01%
+770
390
$18.5K 0.01%
+380
391
$18.3K 0.01%
+1,266
392
$18.2K 0.01%
+130
393
$18.1K 0.01%
+670
394
$18K 0.01%
+20
395
$17.8K 0.01%
+649
396
$17.6K 0.01%
+400
397
$17.4K 0.01%
+147
398
$17.4K 0.01%
+53
399
$17.4K 0.01%
+700
400
$17.1K 0.01%
+680