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
526
$1.87K ﹤0.01%
+155
527
$1.8K ﹤0.01%
+10
528
$1.71K ﹤0.01%
+12
529
$1.69K ﹤0.01%
+190
530
$1.64K ﹤0.01%
+17
531
$1.63K ﹤0.01%
+100
532
$1.59K ﹤0.01%
+35
533
$1.55K ﹤0.01%
+75
534
$1.54K ﹤0.01%
+95
535
$1.47K ﹤0.01%
+5
536
$1.41K ﹤0.01%
+65
537
$1.33K ﹤0.01%
+100
538
$1.3K ﹤0.01%
+19
539
$1.29K ﹤0.01%
+31
540
$1.24K ﹤0.01%
+700
541
$1.23K ﹤0.01%
+8
542
$1.17K ﹤0.01%
+1,000
543
$1.13K ﹤0.01%
+13
544
$1.04K ﹤0.01%
+60
545
$1.01K ﹤0.01%
+30
546
$958 ﹤0.01%
+50
547
$915 ﹤0.01%
+24
548
$903 ﹤0.01%
+40
549
$872 ﹤0.01%
+15
550
$854 ﹤0.01%
+18
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