1IA
1620 Investment Advisors Portfolio holdings
AUM $131M
This Quarter Return
+0.69%
1 Year Return
+7.73%
3 Year Return
+24.6%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
-$1.29M (-1%)
Cap. Flow
-$106K
Cap. Flow % of AUM
-0.08%
Top 10 Holdings %Top 10 Hldgs %
21.46%
Holding
735
New
30
Increased
170
Reduced
170
Closed
43
Top Buys
| 1 | $464K | |
| 2 | $448K | |
| 3 | $391K | |
| 4 | $344K | |
| 5 | $241K |
Top Sells
| 1 | $550K | |
| 2 | $524K | |
| 3 | $403K | |
| 4 | $348K | |
| 5 | $331K |
Sector Composition
| 1 | Technology | 11.28% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 7.81% |
| 4 | Consumer Discretionary | 7.58% |
| 5 | Industrials | 5.66% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $61.2K | 0.05% | +483 | New | +$61.2K | |||
| $59.8K | 0.05% | 1,092 +98 | +10% | +$5.36K | |||
| $59.4K | 0.05% | 578 +49 | +9% | +$5.04K | |||
| $58.7K | 0.04% | 1,277 -31 | -2% | -$1.42K | |||
| $56.7K | 0.04% | 1,071 -80 | -7% | -$4.24K | |||
| $55.9K | 0.04% | 985 | – | – | |||
| $55.3K | 0.04% | 1,088 +664 | +157% | +$33.8K | |||
| $55.2K | 0.04% | 1,078 | – | – | |||
| $54.6K | 0.04% | 208 -21 | -9% | -$5.52K | |||
| $54.2K | 0.04% | 599 +15 | +3% | +$1.36K | |||
| $52.9K | 0.04% | 103 +72 | +232% | +$37K | |||
| $52.4K | 0.04% | 2,295 | – | – | |||
| $52.2K | 0.04% | 475 | – | – | |||
| $51.9K | 0.04% | 330 | – | – | |||
| $51.5K | 0.04% | 249 | – | – | |||
| $50.3K | 0.04% | 4,252 +3,164 | +291% | +$37.5K | |||
| $50K | 0.04% | 5,312 | – | – | |||
| $49.7K | 0.04% | 318 -25 | -7% | -$3.91K | |||
| $49.2K | 0.04% | 466 | – | – | |||
| $48.6K | 0.04% | 398 | – | – | |||
| $47.8K | 0.04% | 445 | – | – | |||
| $47.8K | 0.04% | 1,825 | – | – | |||
| $47.7K | 0.04% | 740 | – | – | |||
| $47.6K | 0.04% | 1,028 | – | – | |||
| $47.6K | 0.04% | 1,434 | – | – |
