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
$82.6M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$826K
3
+$822K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$711K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$708K

Top Sells

1
+$566K
2
+$324K
3
+$211K
4
PGX icon
Invesco Preferred ETF
PGX
+$199K
5
BKR icon
Baker Hughes
BKR
+$177K

Sector Composition

1 Energy 9.69%
2 Healthcare 9.07%
3 Technology 8.88%
4 Consumer Discretionary 7.71%
5 Real Estate 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$896K 1.09%
22,299
-2,554
27
$872K 1.06%
8,645
+120
28
$872K 1.06%
7,488
-286
29
$868K 1.05%
1,784
+16
30
$828K 1%
16,622
+5,325
31
$826K 1%
+9,127
32
$822K 1%
+9,574
33
$812K 0.98%
37,550
+9,424
34
$787K 0.95%
8,440
+212
35
$781K 0.95%
8,604
+223
36
$740K 0.9%
9,222
+224
37
$718K 0.87%
10,773
+414
38
$713K 0.86%
6,496
-265
39
$707K 0.86%
9,826
+121
40
$703K 0.85%
2,227
-87
41
$691K 0.84%
18,283
+457
42
$681K 0.82%
10,043
+194
43
$681K 0.82%
60,902
-17,773
44
$643K 0.78%
78,467
+1,710
45
$626K 0.76%
+28,908
46
$622K 0.75%
17,140
+310
47
$612K 0.74%
+11,452
48
$612K 0.74%
33,399
+475
49
$590K 0.71%
14,962
-166
50
$569K 0.69%
17,910
+342
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