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
476
$5.8K ﹤0.01%
76
-45,145
477
$5.8K ﹤0.01%
333
478
$5.75K ﹤0.01%
+22
479
$5.64K ﹤0.01%
+1,100
480
$5.59K ﹤0.01%
+35
481
$5.51K ﹤0.01%
+60
482
$5.36K ﹤0.01%
+21
483
$5.27K ﹤0.01%
+25
484
$5.26K ﹤0.01%
+67
485
$5.01K ﹤0.01%
+25
486
$5K ﹤0.01%
+300
487
$4.97K ﹤0.01%
+98
488
$4.8K ﹤0.01%
+22
489
$4.69K ﹤0.01%
+30
490
$4.67K ﹤0.01%
+293
491
$4.62K ﹤0.01%
+65
492
$4.52K ﹤0.01%
+20
493
$4.52K ﹤0.01%
+81
494
$4.47K ﹤0.01%
+1,331
495
$4.46K ﹤0.01%
+150
496
$4.44K ﹤0.01%
+150
497
$4.36K ﹤0.01%
+60
498
$4.25K ﹤0.01%
+211
499
$4.22K ﹤0.01%
+38
500
$4.14K ﹤0.01%
+28
18 19
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