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 | |
|---|---|---|---|---|---|---|---|
| $20.6K | 0.02% | 360 +110 | +44% | +$6.29K | |||
| $20.5K | 0.02% | 520 | – | – | |||
| $19.9K | 0.02% | 385 | – | – | |||
| $19.9K | 0.02% | 301 -861 | -74% | -$56.8K | |||
| $19.7K | 0.02% | 649 | – | – | |||
| $19.5K | 0.01% | 800 -150 | -16% | -$3.65K | |||
| $19.3K | 0.01% | 240 | – | – | |||
| $19.1K | 0.01% | 1,350 | – | – | |||
| $19K | 0.01% | 41 | – | – | |||
| $19K | 0.01% | 147 | – | – | |||
| $18.6K | 0.01% | 510 -100 | -16% | -$3.65K | |||
| $18.3K | 0.01% | 1,590 | – | – | |||
| $18.2K | 0.01% | 342 | – | – | |||
| $17.9K | 0.01% | 53 -5 | -9% | -$1.69K | |||
| $17.9K | 0.01% | 741 | – | – | |||
| $17.8K | 0.01% | 251 +1 | +0.4% | +$71 | |||
| $17.8K | 0.01% | 421 | – | – | |||
| $17.6K | 0.01% | 19 -11 | -37% | -$10.2K | |||
| $17.5K | 0.01% | 130 | – | – | |||
| $17.1K | 0.01% | 71 | – | – | |||
| $17K | 0.01% | 34 -15 | -31% | -$7.51K | |||
| $16.8K | 0.01% | 305 +19 | +7% | +$1.05K | |||
| $15.8K | 0.01% | 170 | – | – | |||
| $15.6K | 0.01% | 300 | – | – | |||
| $15.5K | 0.01% | +585 | New | +$15.5K |
