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
$82.9M
AUM Growth
+$369K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$664K
3
+$651K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$557K
5
IR icon
Ingersoll Rand
IR
+$452K

Top Sells

1
+$1.97M
2
+$933K
3
+$626K
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$569K
5
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$499K

Sector Composition

1 Technology 12.24%
2 Energy 8.98%
3 Healthcare 8.01%
4 Consumer Discretionary 7.74%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$942K 1.14%
28,064
-12
27
$937K 1.13%
22,915
+616
28
$867K 1.05%
9,352
+225
29
$850K 1.03%
40,306
+2,756
30
$803K 0.97%
8,725
+121
31
$787K 0.95%
68,543
+7,641
32
$776K 0.94%
7,774
+1,552
33
$773K 0.93%
9,313
-261
34
$762K 0.92%
10,927
+154
35
$739K 0.89%
18,101
+26
36
$726K 0.88%
18,298
+15
37
$707K 0.85%
9,030
-192
38
$697K 0.84%
17,355
+215
39
$688K 0.83%
9,911
-132
40
$686K 0.83%
9,896
+70
41
$683K 0.82%
6,977
-1,668
42
$664K 0.8%
+12,702
43
$659K 0.79%
2,232
+5
44
$655K 0.79%
6,472
-24
45
$638K 0.77%
78,502
+35
46
$600K 0.72%
33,942
+543
47
$587K 0.71%
15,096
+134
48
$557K 0.67%
+6,785
49
$540K 0.65%
7,872
+104
50
$536K 0.65%
10,909
-543
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