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
76
$372K 0.45%
10,199
-12
77
$370K 0.45%
678
+11
78
$367K 0.45%
4,953
+154
79
$365K 0.44%
4,372
-2
80
$355K 0.43%
18,962
+594
81
$355K 0.43%
4,195
+1,514
82
$352K 0.43%
5,135
+20
83
$350K 0.42%
635
-59
84
$345K 0.42%
7,043
+688
85
$339K 0.41%
5,532
+94
86
$338K 0.41%
1,098
87
$336K 0.41%
10,203
+123
88
$327K 0.4%
18,081
+213
89
$323K 0.39%
1,401
+23
90
$322K 0.39%
6,816
+99
91
$321K 0.39%
+8,150
92
$319K 0.39%
4,197
+283
93
$309K 0.37%
+16,303
94
$307K 0.37%
7,127
+196
95
$303K 0.37%
4,881
+82
96
$296K 0.36%
3,980
+405
97
$295K 0.36%
+2,510
98
$291K 0.35%
15,959
+316
99
$286K 0.35%
4,348
+74
100
$285K 0.35%
3,727
+128
2 3
4
5 6