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
426
$12.5K 0.01%
+664
427
$12.5K 0.01%
+124
428
$12.4K 0.01%
+255
429
$12K 0.01%
+76
430
$11.9K 0.01%
+156
431
$11.2K 0.01%
+450
432
$11.2K 0.01%
+379
433
$11.1K 0.01%
+317
434
$10.9K 0.01%
+6
435
$10.8K 0.01%
+16
436
$10.6K 0.01%
+98
437
$10K 0.01%
+105
438
$9.54K 0.01%
+140
439
$9.51K 0.01%
+444
440
$9.32K 0.01%
+456
441
$9.25K 0.01%
+300
442
$9.11K 0.01%
+238
443
$9.11K 0.01%
+456
444
$9K 0.01%
+166
445
$8.96K 0.01%
+141
446
$8.92K 0.01%
+31
447
$8.67K 0.01%
+117
448
$8.27K 0.01%
+375
449
$8.18K 0.01%
+179
450
$8.05K 0.01%
+36
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