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
276
$65.7K 0.05%
826
-40
277
$65K 0.05%
207
-1
278
$64K 0.05%
698
279
$63.4K 0.04%
124
-63
280
$63.3K 0.04%
79
-7
281
$61.1K 0.04%
1,228
-6
282
$61K 0.04%
1,368
283
$60.9K 0.04%
+3,794
284
$60.8K 0.04%
1,643
-2
285
$60.4K 0.04%
1,178
+12
286
$59.8K 0.04%
832
-13
287
$58.7K 0.04%
+6,736
288
$57.8K 0.04%
325
+7
289
$56.7K 0.04%
200
290
$56.3K 0.04%
740
291
$55.8K 0.04%
249
292
$55.2K 0.04%
519
293
$54.9K 0.04%
481
+15
294
$53.4K 0.04%
755
-110
295
$51.9K 0.04%
148
-50
296
$51.9K 0.04%
583
-16
297
$51.5K 0.04%
1,899
-832
298
$50K 0.04%
4,252
+3,716
299
$49.7K 0.04%
551
-50
300
$49.3K 0.04%
2,291
-4
10 11
12
13 14