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
$82.9M
AUM Growth
+$369K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$664K
3
+$651K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$557K
5
IR icon
Ingersoll Rand
IR
+$452K

Top Sells

1
+$1.97M
2
+$933K
3
+$626K
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$569K
5
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$499K

Sector Composition

1 Technology 12.24%
2 Energy 8.98%
3 Healthcare 8.01%
4 Consumer Discretionary 7.74%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.62%
2,270
-7
52
$512K 0.62%
13,444
+261
53
$510K 0.62%
5,846
+29
54
$505K 0.61%
1,637
+7
55
$490K 0.59%
4,895
-20
56
$484K 0.58%
6,963
+21
57
$484K 0.58%
15,483
+655
58
$482K 0.58%
13,667
+127
59
$474K 0.57%
36,794
-18
60
$467K 0.56%
988
-796
61
$467K 0.56%
3,477
+51
62
$467K 0.56%
7,309
+68
63
$452K 0.54%
+5,942
64
$441K 0.53%
5,023
+70
65
$441K 0.53%
+1,927
66
$421K 0.51%
3,017
-11
67
$414K 0.5%
8,845
-200
68
$412K 0.5%
6,844
+191
69
$411K 0.5%
22,221
70
$409K 0.49%
2,640
+19
71
$395K 0.48%
+6,150
72
$390K 0.47%
4,372
73
$389K 0.47%
19,980
-73
74
$380K 0.46%
5,296
+161
75
$377K 0.45%
4,053
+73
1 2
3
4 5