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
501
$4.14K ﹤0.01%
+28
502
$4.14K ﹤0.01%
+3,600
503
$4.11K ﹤0.01%
+30
504
$4.05K ﹤0.01%
+38
505
$3.94K ﹤0.01%
+13
506
$3.89K ﹤0.01%
+20
507
$3.56K ﹤0.01%
+30
508
$3.56K ﹤0.01%
+39
509
$3.5K ﹤0.01%
+200
510
$3.44K ﹤0.01%
+58
511
$3.39K ﹤0.01%
+38
512
$3.36K ﹤0.01%
+270
513
$3.15K ﹤0.01%
+45
514
$2.89K ﹤0.01%
+110
515
$2.7K ﹤0.01%
+30
516
$2.69K ﹤0.01%
+30
517
$2.65K ﹤0.01%
+50
518
$2.62K ﹤0.01%
+120
519
$2.58K ﹤0.01%
+120
520
$2.37K ﹤0.01%
+80
521
$2.34K ﹤0.01%
+20
522
$2.3K ﹤0.01%
+6
523
$2.22K ﹤0.01%
+9
524
$2.05K ﹤0.01%
+187
525
$1.95K ﹤0.01%
+155
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