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
1
$3.57M 4.3%
109,755
+2,398
2
$3.22M 3.89%
32,527
+6,570
3
$2.28M 2.75%
85,970
+1,581
4
$2.19M 2.64%
31,642
+965
5
$2.17M 2.62%
20,720
+3,038
6
$1.97M 2.38%
17,868
-60
7
$1.72M 2.07%
10,424
-15
8
$1.7M 2.05%
21,744
+91
9
$1.52M 1.83%
51,983
+15,079
10
$1.49M 1.8%
36,398
+1,674
11
$1.42M 1.71%
48,210
+1,443
12
$1.32M 1.59%
7,710
-28
13
$1.29M 1.55%
7,897
+89
14
$1.26M 1.52%
6,928
-969
15
$1.25M 1.5%
7,818
+25
16
$1.24M 1.49%
4,291
+27
17
$1.22M 1.47%
9,355
+168
18
$1.17M 1.41%
23,105
+6,483
19
$1.17M 1.41%
+25,129
20
$1.16M 1.39%
41,255
+1,650
21
$1.14M 1.37%
13,549
+106
22
$1.04M 1.25%
9,454
-316
23
$1.02M 1.23%
7,781
-116
24
$1.02M 1.23%
7,543
+55
25
$961K 1.16%
52,609
-320
1
2 3 4 5