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
351
$30.6K 0.02%
285
352
$29.9K 0.02%
109
-1
353
$29.7K 0.02%
305
354
$29.5K 0.02%
1,640
355
$29K 0.02%
275
356
$28.9K 0.02%
591
357
$28.8K 0.02%
1,842
358
$28.7K 0.02%
186
-389
359
$28.7K 0.02%
600
360
$28.7K 0.02%
259
361
$28.6K 0.02%
60
+19
362
$28K 0.02%
537
363
$27.6K 0.02%
503
-925
364
$27.6K 0.02%
909
365
$27.4K 0.02%
404
-989
366
$26.9K 0.02%
+440
367
$26.4K 0.02%
1,474
368
$26.3K 0.02%
+731
369
$26.1K 0.02%
1,118
+15
370
$26.1K 0.02%
845
-29
371
$24.9K 0.02%
104
+17
372
$24.8K 0.02%
+1,370
373
$24.5K 0.02%
130
374
$24.2K 0.02%
405
375
$23.5K 0.02%
292
13 14
15
16 17