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
426
$12.5K 0.01%
+124
427
$12.4K 0.01%
+255
428
$12K 0.01%
+76
429
$11.9K 0.01%
+156
430
$11.2K 0.01%
+450
431
$11.2K 0.01%
+379
432
$11.1K 0.01%
+317
433
$10.9K 0.01%
+6
434
$10.8K 0.01%
+160
435
$10.6K 0.01%
+98
436
$10K 0.01%
+105
437
$9.54K 0.01%
+280
438
$9.51K 0.01%
+444
439
$9.32K 0.01%
+456
440
$9.25K 0.01%
+300
441
$9.11K 0.01%
+238
442
$9.11K 0.01%
+456
443
$9K 0.01%
+166
444
$8.96K 0.01%
+141
445
$8.92K 0.01%
+31
446
$8.67K 0.01%
+117
447
$8.27K 0.01%
+375
448
$8.18K 0.01%
+179
449
$8.05K 0.01%
+36
450
$7.99K 0.01%
+100
16 17
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