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
51
$633K 0.48%
6,646
+14
52
$633K 0.48%
3,273
-52
53
$617K 0.47%
2,398
+35
54
$609K 0.47%
14,511
+1,188
55
$602K 0.46%
4,860
+4,529
56
$598K 0.46%
6,024
+752
57
$597K 0.46%
19,201
+174
58
$597K 0.46%
+32,095
59
$595K 0.46%
70,463
+315
60
$568K 0.43%
3,348
-19,624
61
$563K 0.43%
17,112
+93
62
$550K 0.42%
27,677
+10,773
63
$550K 0.42%
+13,337
64
$543K 0.42%
2,983
+565
65
$541K 0.41%
19,329
+18,544
66
$535K 0.41%
8,642
+500
67
$532K 0.41%
+26,221
68
$528K 0.4%
7,948
+91
69
$513K 0.39%
6,091
+15
70
$513K 0.39%
11,573
+1,326
71
$502K 0.38%
26,249
-165
72
$497K 0.38%
4,809
+4,653
73
$495K 0.38%
2,434
+1,808
74
$493K 0.38%
45,187
+44,860
75
$491K 0.38%
7,252
+25
1 2
3
4 5