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
526
$1.8K ﹤0.01%
+10
527
$1.71K ﹤0.01%
+12
528
$1.69K ﹤0.01%
+190
529
$1.64K ﹤0.01%
+17
530
$1.63K ﹤0.01%
+100
531
$1.59K ﹤0.01%
+35
532
$1.55K ﹤0.01%
+75
533
$1.54K ﹤0.01%
+95
534
$1.47K ﹤0.01%
+5
535
$1.41K ﹤0.01%
+65
536
$1.33K ﹤0.01%
+100
537
$1.3K ﹤0.01%
+19
538
$1.29K ﹤0.01%
+31
539
$1.24K ﹤0.01%
+700
540
$1.23K ﹤0.01%
+8
541
$1.17K ﹤0.01%
+1,000
542
$1.13K ﹤0.01%
+13
543
$1.04K ﹤0.01%
+60
544
$1.01K ﹤0.01%
+30
545
$958 ﹤0.01%
+50
546
$915 ﹤0.01%
+24
547
$903 ﹤0.01%
+40
548
$872 ﹤0.01%
+15
549
$854 ﹤0.01%
+18
550
$678 ﹤0.01%
+9
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