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
301
$49.1K 0.03%
1,151
302
$48.9K 0.03%
330
303
$48.8K 0.03%
1,307
-250
304
$48.6K 0.03%
430
-45
305
$47.7K 0.03%
205
-4
306
$47.6K 0.03%
1,028
307
$47.6K 0.03%
1,825
308
$47.4K 0.03%
3,478
-958
309
$47K 0.03%
398
310
$46.9K 0.03%
581
+8
311
$46.8K 0.03%
427
312
$46.6K 0.03%
3,000
313
$46.3K 0.03%
74
-8
314
$44.9K 0.03%
2,923
+360
315
$44.4K 0.03%
84
-3
316
$44.4K 0.03%
1,983
-60
317
$44.2K 0.03%
708
318
$43.3K 0.03%
862
-216
319
$43.1K 0.03%
106
320
$43K 0.03%
4,957
-355
321
$42.7K 0.03%
1,807
-641
322
$42.7K 0.03%
216
323
$42.2K 0.03%
653
+4
324
$41.8K 0.03%
+909
325
$41.5K 0.03%
720
11 12
13
14 15