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
451
$7.99K 0.01%
+100
452
$7.83K 0.01%
+100
453
$7.71K 0.01%
+630
454
$7.3K 0.01%
+206
455
$7.29K 0.01%
+110
456
$7.26K 0.01%
+270
457
$7.2K 0.01%
+30
458
$6.99K 0.01%
+97
459
$6.93K 0.01%
+228
460
$6.84K 0.01%
+260
461
$6.79K 0.01%
+46
462
$6.78K 0.01%
+245
463
$6.73K 0.01%
+820
464
$6.73K 0.01%
+142
465
$6.71K 0.01%
+536
466
$6.67K 0.01%
+12
467
$6.57K 0.01%
+380
468
$6.56K 0.01%
+18
469
$6.55K 0.01%
+330
470
$6.43K ﹤0.01%
+56
471
$6.39K ﹤0.01%
+29
472
$6.38K ﹤0.01%
+330
473
$6.33K ﹤0.01%
+226
474
$6.18K ﹤0.01%
+125
475
$5.92K ﹤0.01%
+100
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