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
101
$281K 0.34%
2,510
102
$276K 0.33%
4,348
103
$269K 0.32%
12,392
-46
104
$268K 0.32%
1,441
+40
105
$266K 0.32%
+33,216
106
$265K 0.32%
12,144
+535
107
$263K 0.32%
14,735
+76
108
$258K 0.31%
8,150
109
$250K 0.3%
7,335
+208
110
$249K 0.3%
1,603
+56
111
$246K 0.3%
+6,967
112
$242K 0.29%
11,306
+262
113
$236K 0.28%
10,590
+650
114
$230K 0.28%
11,071
-115
115
$230K 0.28%
12,908
+93
116
$228K 0.27%
8,483
+80
117
$226K 0.27%
7,833
118
$225K 0.27%
+171
119
$222K 0.27%
5,813
+199
120
$218K 0.26%
+7,192
121
$215K 0.26%
10,978
+460
122
$214K 0.26%
+3,748
123
$211K 0.26%
950
124
$203K 0.24%
35,304
+518
125
$133K 0.16%
+10,714
2 3 4
5
6