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
401
$17K 0.01%
+285
402
$16.8K 0.01%
+588
403
$16.3K 0.01%
+30
404
$15.9K 0.01%
+279
405
$15.8K 0.01%
+288
406
$15.8K 0.01%
+275
407
$15.8K 0.01%
+148
408
$15.7K 0.01%
+4,504
409
$15.4K 0.01%
+79
410
$15K 0.01%
+200
411
$14.9K 0.01%
+75
412
$14.6K 0.01%
+206
413
$14.1K 0.01%
+1,126
414
$14.1K 0.01%
+1,000
415
$13.7K 0.01%
+681
416
$13.7K 0.01%
+900
417
$13.5K 0.01%
+289
418
$13.4K 0.01%
+135
419
$12.9K 0.01%
+2,126
420
$12.7K 0.01%
+163
421
$12.7K 0.01%
+192
422
$12.7K 0.01%
+681
423
$12.6K 0.01%
+321
424
$12.6K 0.01%
+1,200
425
$12.6K 0.01%
+53