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 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10.2K 0.01%
215
-61
452
$9.94K 0.01%
100
453
$9.86K 0.01%
77
454
$9.83K 0.01%
+400
455
$9.65K 0.01%
456
456
$9.64K 0.01%
33
457
$9.58K 0.01%
238
458
$9.57K 0.01%
+105
459
$9.44K 0.01%
136
-57
460
$9.43K 0.01%
456
461
$9.25K 0.01%
+155
462
$9.01K 0.01%
17
+14
463
$8.99K 0.01%
143
464
$8.94K 0.01%
98
465
$8.63K 0.01%
75
466
$8.53K 0.01%
53
-1
467
$8.53K 0.01%
78
468
$8.51K 0.01%
29
469
$8.5K 0.01%
435
470
$8.47K 0.01%
+250
471
$8.46K 0.01%
245
472
$8.45K 0.01%
50
473
$8.38K 0.01%
46
-54
474
$8.3K 0.01%
72
-1,455
475
$8.29K 0.01%
100
17 18
19
20 21