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1IA

1620 Investment Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.8M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.82M
3
+$666K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$361K
5
NOC icon
Northrop Grumman
NOC
+$318K

Top Sells

1
+$749K
2
+$528K
3
+$494K
4
ENB icon
Enbridge
ENB
+$348K
5
AVGO icon
Broadcom
AVGO
+$316K

Sector Composition

1 Financials 10.64%
2 Technology 10.15%
3 Energy 8.78%
4 Healthcare 8.69%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-20,830
127
– –
-2,269
128
– –
-32,395
129
– –
-102
130
– –
-25,168
131
– –
-60
132
– –
-29,411
133
– –
-28,217
134
$0 ﹤0.01%
15,000
2 3 4 5
6