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
251
$82.1K 0.06%
782
+28
252
$81.1K 0.06%
8,001
+1,278
253
$80.6K 0.06%
181
-2
254
$78.8K 0.06%
3,109
255
$78.8K 0.06%
1,094
+2
256
$78.7K 0.06%
2,328
+48
257
$78.4K 0.06%
2,471
+34
258
$77.6K 0.06%
400
259
$77.6K 0.06%
277
-1
260
$76.4K 0.05%
+764
261
$75.9K 0.05%
429
+4
262
$75.5K 0.05%
2,557
-243
263
$74.9K 0.05%
240
264
$74.3K 0.05%
+1,835
265
$71.3K 0.05%
322
+297
266
$71K 0.05%
+336
267
$70.7K 0.05%
465
+20
268
$69.3K 0.05%
665
269
$67.9K 0.05%
1,018
-53
270
$67.8K 0.05%
2,305
+35
271
$67.1K 0.05%
2,097
-11,879
272
$67K 0.05%
118
+15
273
$66.9K 0.05%
1,594
+635
274
$66.8K 0.05%
1,312
+224
275
$66.7K 0.05%
842
-42
9 10
11
12 13