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
101
$282K 0.34%
5,356
-717
102
$281K 0.34%
1,877
+125
103
$279K 0.34%
11,044
+54
104
$271K 0.33%
33,216
+561
105
$267K 0.32%
3,173
+157
106
$261K 0.32%
2,369
-140
107
$261K 0.32%
14,659
+279
108
$253K 0.31%
+2,398
109
$252K 0.31%
+6,614
110
$248K 0.3%
11,609
+506
111
$248K 0.3%
11,131
+435
112
$247K 0.3%
9,356
-611
113
$231K 0.28%
1,401
+66
114
$231K 0.28%
7,833
-5,987
115
$230K 0.28%
+12,438
116
$230K 0.28%
11,186
+450
117
$227K 0.27%
950
-150
118
$223K 0.27%
12,815
+725
119
$223K 0.27%
34,786
+2,120
120
$221K 0.27%
+9,940
121
$220K 0.27%
+5,614
122
$218K 0.26%
+8,403
123
$217K 0.26%
7,868
-773
124
$214K 0.26%
+1,547
125
$209K 0.25%
1,562
+27
2 3 4
5
6