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
$131M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.27M
3
+$919K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$837K
5
SO icon
Southern Company
SO
+$818K

Top Sells

1
+$3.45M
2
+$3.33M
3
+$2.59M
4
SNOW icon
Snowflake
SNOW
+$1.49M
5
TRP icon
TC Energy
TRP
+$703K

Sector Composition

1 Technology 13.49%
2 Financials 8.44%
3 Consumer Discretionary 7.15%
4 Healthcare 7.04%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$146K 0.11%
+2,338
177
$146K 0.11%
+3,025
178
$145K 0.11%
+476
179
$145K 0.11%
+803
180
$142K 0.11%
+675
181
$139K 0.11%
+1,056
182
$138K 0.11%
+838
183
$138K 0.11%
+1,424
184
$134K 0.1%
+2,092
185
$128K 0.1%
+2,400
186
$128K 0.1%
+2,051
187
$128K 0.1%
+1,535
188
$127K 0.1%
+969
189
$123K 0.09%
+1,468
190
$123K 0.09%
+386
191
$121K 0.09%
+800
192
$121K 0.09%
+4,850
193
$118K 0.09%
+857
194
$116K 0.09%
+2,720
195
$114K 0.09%
+3,212
196
$112K 0.09%
+2,210
197
$111K 0.08%
+2,019
198
$109K 0.08%
+865
199
$109K 0.08%
+1,323
200
$109K 0.08%
+400
6 7
8
9 10