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 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23.4K 0.02%
977
-15
377
$23.2K 0.02%
960
378
$22.4K 0.02%
36
-7
379
$22.3K 0.02%
+141
380
$22.3K 0.02%
520
381
$22.2K 0.02%
850
-300
382
$22K 0.02%
805
383
$21.9K 0.02%
21
384
$21.9K 0.02%
1,120
-200
385
$21.4K 0.02%
251
386
$21.3K 0.02%
649
387
$21.1K 0.01%
270
-13
388
$20.8K 0.01%
741
389
$20.8K 0.01%
813
390
$20.6K 0.01%
375
-10
391
$20.5K 0.01%
100
-40
392
$20.5K 0.01%
360
393
$20.3K 0.01%
296
-5
394
$20.2K 0.01%
46
-7
395
$19.6K 0.01%
147
396
$19.5K 0.01%
154
-191
397
$19.3K 0.01%
925
398
$19.1K 0.01%
386
-50
399
$19K 0.01%
420
-1
400
$18.7K 0.01%
34
14 15
16
17 18