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
401
$16.8K 0.01%
+588
402
$16.3K 0.01%
+30
403
$15.9K 0.01%
+279
404
$15.8K 0.01%
+288
405
$15.8K 0.01%
+275
406
$15.8K 0.01%
+148
407
$15.7K 0.01%
+4,504
408
$15.4K 0.01%
+79
409
$15K 0.01%
+200
410
$14.9K 0.01%
+75
411
$14.6K 0.01%
+206
412
$14.1K 0.01%
+1,126
413
$14.1K 0.01%
+1,000
414
$13.7K 0.01%
+681
415
$13.7K 0.01%
+900
416
$13.5K 0.01%
+289
417
$13.4K 0.01%
+135
418
$12.9K 0.01%
+2,126
419
$12.7K 0.01%
+163
420
$12.7K 0.01%
+192
421
$12.7K 0.01%
+681
422
$12.6K 0.01%
+321
423
$12.6K 0.01%
+1,200
424
$12.6K 0.01%
+53
425
$12.5K 0.01%
+664
15 16
17
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