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
326
$41.5K 0.03%
1,645
+125
327
$41.1K 0.03%
45
-3
328
$40.3K 0.03%
1,054
+764
329
$39.8K 0.03%
234
+3
330
$39.6K 0.03%
1,151
331
$39.3K 0.03%
1,399
-300
332
$39K 0.03%
800
333
$39K 0.03%
685
334
$37.9K 0.03%
500
335
$37.7K 0.03%
283
-30
336
$36.6K 0.03%
2,089
337
$35.7K 0.03%
92
-850
338
$34.8K 0.02%
136
339
$34.2K 0.02%
642
+132
340
$34.2K 0.02%
888
341
$33.8K 0.02%
451
342
$33.6K 0.02%
+850
343
$33.5K 0.02%
458
+51
344
$33.3K 0.02%
545
+534
345
$32.7K 0.02%
765
-1,119
346
$32.5K 0.02%
107
-38
347
$32.5K 0.02%
185
348
$31.1K 0.02%
680
+4
349
$30.9K 0.02%
1,165
350
$30.8K 0.02%
1,398
-10
12 13
14
15 16