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
76
$369K 0.45%
3,183
+814
77
$367K 0.44%
4,255
+60
78
$363K 0.44%
19,217
+255
79
$363K 0.44%
629
-6
80
$361K 0.43%
7,162
+119
81
$360K 0.43%
5,449
+93
82
$355K 0.43%
+10,085
83
$354K 0.43%
5,669
+137
84
$343K 0.41%
6,981
+165
85
$338K 0.41%
4,267
+70
86
$326K 0.39%
3,157
-16
87
$317K 0.38%
1,103
+5
88
$317K 0.38%
18,081
89
$314K 0.38%
1,375
-901
90
$314K 0.38%
16,444
+485
91
$312K 0.38%
9,556
+200
92
$306K 0.37%
1,942
+65
93
$304K 0.37%
10,196
-7
94
$295K 0.36%
5,004
+123
95
$294K 0.35%
6,818
+204
96
$290K 0.35%
1,401
97
$289K 0.35%
2,480
+82
98
$286K 0.35%
3,705
-22
99
$284K 0.34%
11,131
100
$281K 0.34%
3,786
-4,654
2 3
4
5 6