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
126
$105K 0.13%
11,973
+250
127
$97.1K 0.12%
10,577
-209
128
$93.7K 0.11%
13,055
+140
129
$55.8K 0.07%
12,229
+657
130
$8.7K 0.01%
+1,250
131
– –
-5,533
132
– –
-7,868
133
– –
-17,910
134
– –
-2,071
135
– –
-28,908
136
– –
-33,216
137
– –
-28,753
138
– –
-10,764
139
– –
-678
140
– –
-16,303
141
– –
-9,210
142
– –
-10,199
143
– –
-64,983
144
– –
-6,965
145
– –
-10
146
– –
-1,562
2 3 4 5
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