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 | |
|---|---|---|---|---|---|---|---|
| $11.6K | 0.01% | 6 | – | – | |||
| $11.5K | 0.01% | 276 +75 | +37% | +$3.13K | |||
| $11.5K | 0.01% | 317 | – | – | |||
| $11.4K | 0.01% | 46 | – | – | |||
| $11.3K | 0.01% | 450 | – | – | |||
| $11.2K | 0.01% | 480 | – | – | |||
| $11.1K | 0.01% | 156 | – | – | |||
| $11.1K | 0.01% | 98 | – | – | |||
| $11K | 0.01% | 140 | – | – | |||
| $11K | 0.01% | 925 -175 | -16% | -$2.08K | |||
| $11K | 0.01% | 20 | – | – | |||
| $10.9K | 0.01% | 3,382 | – | – | |||
| $10.8K | 0.01% | 157 | – | – | |||
| $10.7K | 0.01% | 290 +100 | +53% | +$3.7K | |||
| $10.3K | 0.01% | 33 | – | – | |||
| $10.2K | 0.01% | 400 | – | – | |||
| $10K | 0.01% | 218 | – | – | |||
| $9.95K | 0.01% | 100 | – | – | |||
| $9.84K | 0.01% | 260 -120 | -32% | -$4.54K | |||
| $9.84K | 0.01% | 141 -129 | -48% | -$9.01K | |||
| $9.81K | 0.01% | 456 | – | – | |||
| $9.8K | 0.01% | 444 | – | – | |||
| $9.63K | 0.01% | 77 | – | – | |||
| $9.62K | 0.01% | 238 -18 | -7% | -$728 | |||
| $9.43K | 0.01% | 456 | – | – |
