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 | |
|---|---|---|---|---|---|---|---|
| $9.33K | 0.01% | 40 -4 | -9% | -$933 | |||
| $9.24K | 0.01% | 55 | – | – | |||
| $9.14K | 0.01% | 117 | – | – | |||
| $9.01K | 0.01% | 112 | – | – | |||
| $8.96K | 0.01% | 143 | – | – | |||
| $8.94K | 0.01% | 833 | – | – | |||
| $8.68K | 0.01% | 29 | – | – | |||
| $8.67K | 0.01% | 145 | – | – | |||
| $8.47K | 0.01% | 132 | – | – | |||
| $8.23K | 0.01% | 54 -20 | -27% | -$3.05K | |||
| $8.2K | 0.01% | 435 | – | – | |||
| $8.18K | 0.01% | 100 | – | – | |||
| $8.16K | 0.01% | 78 -70 | -47% | -$7.32K | |||
| $8.06K | 0.01% | 39 | – | – | |||
| $7.97K | 0.01% | 270 | – | – | |||
| $7.92K | 0.01% | 338 | – | – | |||
| $7.89K | 0.01% | 130 | – | – | |||
| $7.83K | 0.01% | 1,000 | – | – | |||
| $7.62K | 0.01% | 76 | – | – | |||
| $7.6K | 0.01% | 245 | – | – | |||
| $7.45K | 0.01% | 206 | – | – | |||
| $7.43K | 0.01% | 97 | – | – | |||
| $7.41K | 0.01% | 22 | – | – | |||
| $7.35K | 0.01% | 46 | – | – | |||
| $7.34K | 0.01% | 61 | – | – |
