1IA

1620 Investment Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$488K
3
+$465K
4
VTRS icon
Viatris
VTRS
+$445K
5
MTN icon
Vail Resorts
MTN
+$391K

Top Sells

1
+$617K
2
+$511K
3
+$498K
4
STX icon
Seagate
STX
+$456K
5
DRH.PRA
DiamondRock Hospitality Co 8.250% Series A Preferred Stock
DRH.PRA
+$412K

Sector Composition

1 Technology 13.94%
2 Financials 11.55%
3 Healthcare 8.22%
4 Consumer Discretionary 7.95%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21.6K 0.01%
100
377
$21.4K 0.01%
293
-3
378
$21.2K 0.01%
645
-1,912
379
$21K 0.01%
813
380
$20.9K 0.01%
1,454
-20
381
$20.7K 0.01%
147
382
$20.6K 0.01%
675
-968
383
$20.6K 0.01%
360
384
$20.4K 0.01%
+3,680
385
$20.3K 0.01%
421
+1
386
$20.2K 0.01%
+167
387
$20.2K 0.01%
271
-4
388
$20.1K 0.01%
140
-46
389
$19.9K 0.01%
154
390
$19.5K 0.01%
46
391
$19.4K 0.01%
1,590
392
$19.3K 0.01%
130
393
$19.2K 0.01%
386
394
$19.1K 0.01%
20
-1
395
$19K 0.01%
+700
396
$18.9K 0.01%
2,707
-20
397
$18.6K 0.01%
306
-69
398
$18.2K 0.01%
471
+5
399
$18.2K 0.01%
682
400
$18.1K 0.01%
+990
14 15
16
17 18