1IA

1620 Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$9.45M
2
+$1.16M
3
+$755K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$642K
5
CSCO icon
Cisco
CSCO
+$620K

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 Financials 9.59%
3 Energy 8.98%
4 Healthcare 8.01%
5 Consumer Discretionary 7.74%
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%
326
+3
129
$55.8K 0.07%
12,229
+657
130
$8.7K 0.01%
+1,250
131
– –
-1,562
132
– –
-10
133
– –
-6,965
134
– –
-64,983
135
– –
-10,199
136
– –
-9,210
137
– –
-16,303
138
– –
-678
139
– –
-10,764
140
– –
-33,216
141
– –
-28,908
142
– –
-2,071
143
– –
-17,910
144
– –
-7,868
145
– –
-5,533
146
– –
-28,753
2 3 4 5
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