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
476
$5.84K ﹤0.01%
+240
477
$5.8K ﹤0.01%
76
-45,145
478
$5.8K ﹤0.01%
333
479
$5.75K ﹤0.01%
+22
480
$5.64K ﹤0.01%
+1,100
481
$5.59K ﹤0.01%
+35
482
$5.51K ﹤0.01%
+60
483
$5.36K ﹤0.01%
+21
484
$5.27K ﹤0.01%
+25
485
$5.26K ﹤0.01%
+67
486
$5.01K ﹤0.01%
+25
487
$5K ﹤0.01%
+300
488
$4.97K ﹤0.01%
+98
489
$4.8K ﹤0.01%
+22
490
$4.69K ﹤0.01%
+30
491
$4.67K ﹤0.01%
+293
492
$4.62K ﹤0.01%
+65
493
$4.52K ﹤0.01%
+20
494
$4.52K ﹤0.01%
+81
495
$4.47K ﹤0.01%
+1,331
496
$4.46K ﹤0.01%
+150
497
$4.44K ﹤0.01%
+150
498
$4.36K ﹤0.01%
+60
499
$4.25K ﹤0.01%
+211
500
$4.22K ﹤0.01%
+38
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