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
401
$18.2K 0.01%
130
402
$18K 0.01%
1,590
403
$17.9K 0.01%
510
404
$17.8K 0.01%
+466
405
$17.8K 0.01%
180
+42
406
$17.8K 0.01%
4,406
407
$17.6K 0.01%
1,350
408
$17.4K 0.01%
17
-2
409
$17.4K 0.01%
70
-1
410
$17.4K 0.01%
500
+125
411
$16.7K 0.01%
2,727
412
$16.6K 0.01%
305
413
$15.7K 0.01%
242
414
$15.7K 0.01%
682
-1,595
415
$15.6K 0.01%
681
416
$15.3K 0.01%
20
417
$14.5K 0.01%
112
+51
418
$14.3K 0.01%
86
419
$14.2K 0.01%
282
420
$14.1K 0.01%
166
421
$13.9K 0.01%
925
422
$13.7K 0.01%
555
423
$13.4K 0.01%
300
424
$13.4K 0.01%
214
425
$13.3K 0.01%
620
15 16
17
18 19