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
$141M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$624K
3
+$531K
4
STX icon
Seagate
STX
+$521K
5
MDT icon
Medtronic
MDT
+$470K

Top Sells

1
+$542K
2
+$449K
3
+$415K
4
NVDA icon
NVIDIA
NVDA
+$402K
5
CAT icon
Caterpillar
CAT
+$283K

Sector Composition

1 Technology 13.02%
2 Financials 11.06%
3 Healthcare 7.62%
4 Consumer Discretionary 7.29%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$100K 0.07%
2,651
+33
227
$99.8K 0.07%
6,536
+4,437
228
$99.8K 0.07%
2,010
+120
229
$99.8K 0.07%
3,017
+69
230
$99.7K 0.07%
1,200
231
$97.9K 0.07%
+1,451
232
$97.3K 0.07%
1,766
-95
233
$96.5K 0.07%
1,073
+14
234
$95.3K 0.07%
287
235
$95.2K 0.07%
799
-17
236
$95K 0.07%
11,705
-641
237
$94.5K 0.07%
745
238
$92.4K 0.07%
163
239
$91.9K 0.07%
1,011
240
$91K 0.06%
+3,132
241
$90K 0.06%
349
-1
242
$90K 0.06%
5,880
243
$87.1K 0.06%
614
+36
244
$86.4K 0.06%
1,850
-27
245
$86.1K 0.06%
13,717
-573
246
$84.9K 0.06%
115
-5
247
$83.9K 0.06%
3,922
+3
248
$83.5K 0.06%
2,767
-354
249
$83.4K 0.06%
883
-93
250
$83.1K 0.06%
720
8 9
10
11 12