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
451
$7.83K 0.01%
+100
452
$7.71K 0.01%
+630
453
$7.3K 0.01%
+206
454
$7.29K 0.01%
+110
455
$7.26K 0.01%
+270
456
$7.2K 0.01%
+30
457
$6.99K 0.01%
+97
458
$6.93K 0.01%
+228
459
$6.84K 0.01%
+260
460
$6.79K 0.01%
+46
461
$6.78K 0.01%
+245
462
$6.73K 0.01%
+820
463
$6.73K 0.01%
+142
464
$6.71K 0.01%
+536
465
$6.67K 0.01%
+12
466
$6.57K 0.01%
+380
467
$6.56K 0.01%
+18
468
$6.55K 0.01%
+330
469
$6.43K ﹤0.01%
+56
470
$6.39K ﹤0.01%
+29
471
$6.38K ﹤0.01%
+330
472
$6.33K ﹤0.01%
+226
473
$6.18K ﹤0.01%
+125
474
$5.92K ﹤0.01%
+100
475
$5.84K ﹤0.01%
+240
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