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
401
$18.1K 0.01%
346
+343
402
$18K 0.01%
500
403
$17.2K 0.01%
256
-14
404
$16.9K 0.01%
208
-6
405
$16.4K 0.01%
240
-2
406
$16.4K 0.01%
1,344
-310
407
$16.2K 0.01%
71
+1
408
$16.1K 0.01%
180
409
$16.1K 0.01%
86
410
$16K 0.01%
681
411
$15.4K 0.01%
+381
412
$15.4K 0.01%
34
413
$15.3K 0.01%
166
414
$15.2K 0.01%
157
415
$14.6K 0.01%
2,000
416
$14.5K 0.01%
305
417
$14.4K 0.01%
16
-1
418
$14.4K 0.01%
3,382
419
$14.2K 0.01%
+650
420
$14.2K 0.01%
282
421
$14.1K 0.01%
410
-100
422
$14K 0.01%
156
423
$14K 0.01%
20
424
$13.8K 0.01%
455
-1,642
425
$13.7K 0.01%
379
15 16
17
18 19