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
426
$13.6K 0.01%
317
427
$13.5K 0.01%
+519
428
$13.2K 0.01%
620
429
$13.1K 0.01%
97
-15
430
$12.9K 0.01%
225
+200
431
$12.9K 0.01%
300
432
$12.8K 0.01%
+170
433
$12.6K 0.01%
105
-700
434
$12.6K 0.01%
255
435
$12.5K 0.01%
930
+40
436
$12.5K 0.01%
218
437
$12.5K 0.01%
124
438
$12.2K 0.01%
280
439
$12K 0.01%
46
440
$11.1K 0.01%
215
441
$10.9K 0.01%
238
442
$10.8K 0.01%
+180
443
$10.7K 0.01%
77
444
$10.5K 0.01%
117
445
$10.5K 0.01%
105
446
$10.4K 0.01%
70
-2
447
$10.3K 0.01%
43
-61
448
$10.3K 0.01%
136
449
$10.2K 0.01%
400
450
$10.2K 0.01%
260
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