1IA
1620 Investment Advisors Portfolio holdings
AUM
$141M
1-Year Return
13.62%
This Quarter Return
+6.11%
1 Year Return
+13.62%
3 Year Return
+46%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$10.4M
(+7.9%)
Cap. Flow
+$4.08M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
21.13%
Holding
724
New
35
Increased
183
Reduced
192
Closed
41
Top Buys
| 1 |
Seagate
STX
|
+$726K |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$695K |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$626K |
| 4 |
T. Rowe Price Floating Rate ETF
TFLR
|
+$535K |
| 5 |
Medtronic
MDT
|
+$483K |
Top Sells
| 1 |
Microchip Technology
MCHP
|
+$694K |
| 2 |
NVIDIA
NVDA
|
+$506K |
| 3 |
PDCO
Patterson Companies, Inc.
PDCO
|
+$449K |
| 4 |
National Storage Affiliates Trust
NSA
|
+$380K |
| 5 |
Caterpillar
CAT
|
+$330K |
Sector Composition
| 1 | Technology | 13.02% |
| 2 | Financials | 9.01% |
| 3 | Healthcare | 7.61% |
| 4 | Consumer Discretionary | 7.29% |
| 5 | Industrials | 5.72% |
