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 | |
|---|---|---|---|---|---|---|---|
| $27.5K | 0.02% | 1,103 | – | – | |||
| $27.2K | 0.02% | 140 | – | – | |||
| $27.1K | 0.02% | 888 | – | – | |||
| $26.9K | 0.02% | 874 -97 | -10% | -$2.99K | |||
| $26.8K | 0.02% | 510 | – | – | |||
| $26.6K | 0.02% | 87 | – | – | |||
| $26.3K | 0.02% | 1,320 | – | – | |||
| $25.8K | 0.02% | 407 | – | – | |||
| $24.7K | 0.02% | 259 | – | – | |||
| $24.7K | 0.02% | 157 -23 | -13% | -$3.61K | |||
| $24.7K | 0.02% | 992 | – | – | |||
| $24.2K | 0.02% | 648 -23 | -3% | -$860 | |||
| $24.2K | 0.02% | 43 | – | – | |||
| $23.9K | 0.02% | +130 | New | +$23.9K | |||
| $23.6K | 0.02% | 805 | – | – | |||
| $23.4K | 0.02% | 292 | – | – | |||
| $23.4K | 0.02% | 285 -40 | -12% | -$3.29K | |||
| $23.1K | 0.02% | 87 | – | – | |||
| $22.6K | 0.02% | 960 | – | – | |||
| $21.7K | 0.02% | 283 -47 | -14% | -$3.6K | |||
| $21.5K | 0.02% | 436 | – | – | |||
| $21.3K | 0.02% | 405 | – | – | |||
| $20.8K | 0.02% | 21 | – | – | |||
| $20.8K | 0.02% | 813 | – | – | |||
| $20.7K | 0.02% | 2,727 | – | – |
