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
426
$13.1K 0.01%
147
427
$12.9K 0.01%
500
+320
428
$12.7K 0.01%
317
429
$12.6K 0.01%
57
+17
430
$12.6K 0.01%
1,654
431
$12.5K 0.01%
255
432
$12.5K 0.01%
379
433
$12.5K 0.01%
157
434
$12.5K 0.01%
350
-50
435
$12.5K 0.01%
124
436
$12.5K 0.01%
890
437
$12.2K 0.01%
+1,300
438
$11.8K 0.01%
156
439
$11.5K 0.01%
450
440
$11.4K 0.01%
280
441
$11.4K 0.01%
46
442
$11.3K 0.01%
260
443
$11K 0.01%
480
444
$10.8K 0.01%
6
445
$10.8K 0.01%
117
446
$10.7K 0.01%
+2,000
447
$10.7K 0.01%
218
448
$10.4K 0.01%
3,382
449
$10.3K 0.01%
100
+44
450
$10.2K 0.01%
400