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
$99.5M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.15M
3
+$3.12M
4
SNOW icon
Snowflake
SNOW
+$2.14M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.86M

Top Sells

1
+$12.2M
2
+$1.88M
3
+$1.22M
4
NVS icon
Novartis
NVS
+$898K
5
SO icon
Southern Company
SO
+$692K

Sector Composition

1 Technology 12.89%
2 Financials 11.14%
3 Consumer Discretionary 8.63%
4 Healthcare 7.47%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-17,512
152
– –
-5,257
153
– –
-19,573
154
– –
-10,467
155
– –
-457
156
– –
-55
3 4 5 6
7