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
376
$19.7K 0.02%
+4,227
377
$19.7K 0.02%
+152
378
$19.4K 0.01%
+203
379
$19.3K 0.01%
+478
380
$19.1K 0.01%
+104
381
$19.1K 0.01%
+342
382
$19.1K 0.01%
+958
383
$19K 0.01%
+378
384
$18.9K 0.01%
+2,727
385
$18.7K 0.01%
+1,590
386
$18.7K 0.01%
+520
387
$18.6K 0.01%
+400
388
$18.5K 0.01%
+770
389
$18.5K 0.01%
+380
390
$18.3K 0.01%
+1,266
391
$18.2K 0.01%
+130
392
$18.1K 0.01%
+670
393
$18K 0.01%
+20
394
$17.8K 0.01%
+649
395
$17.6K 0.01%
+400
396
$17.4K 0.01%
+147
397
$17.4K 0.01%
+53
398
$17.4K 0.01%
+700
399
$17.1K 0.01%
+680
400
$17K 0.01%
+285
14 15
16
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