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
$82.6M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$826K
3
+$822K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$711K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$708K

Top Sells

1
+$566K
2
+$324K
3
+$211K
4
PGX icon
Invesco Preferred ETF
PGX
+$199K
5
BKR icon
Baker Hughes
BKR
+$177K

Sector Composition

1 Energy 9.69%
2 Healthcare 9.07%
3 Technology 8.88%
4 Consumer Discretionary 7.71%
5 Real Estate 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.69%
5,817
+196
52
$565K 0.68%
2,276
+19
53
$551K 0.67%
7,768
+202
54
$528K 0.64%
2,277
+84
55
$504K 0.61%
1,630
+11
56
$499K 0.6%
+10
57
$497K 0.6%
13,183
-384
58
$496K 0.6%
6,942
+517
59
$495K 0.6%
+28,753
60
$487K 0.59%
36,812
+519
61
$465K 0.56%
3,426
+191
62
$463K 0.56%
2,621
+48
63
$440K 0.53%
14,828
+180
64
$435K 0.53%
7,241
+51
65
$434K 0.53%
6,222
+162
66
$432K 0.52%
13,540
+423
67
$428K 0.52%
6,965
+75
68
$427K 0.52%
4,915
+425
69
$426K 0.52%
6,653
+640
70
$415K 0.5%
20,053
+572
71
$413K 0.5%
9,045
+1,100
72
$389K 0.47%
22,221
+375
73
$388K 0.47%
2,071
+32
74
$384K 0.47%
3,028
+49
75
$381K 0.46%
5,533
+75
1 2
3
4 5