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
451
$10.2K 0.01%
+3,145
452
$10.1K 0.01%
351
453
$10.1K 0.01%
40
-17
454
$10K 0.01%
6
455
$10K 0.01%
33
456
$9.95K 0.01%
100
457
$9.89K 0.01%
143
458
$9.84K 0.01%
456
459
$9.83K 0.01%
300
460
$9.65K 0.01%
98
461
$9.44K 0.01%
456
462
$9.36K 0.01%
255
463
$9.29K 0.01%
250
464
$9.27K 0.01%
78
465
$8.96K 0.01%
245
466
$8.91K 0.01%
54
+1
467
$8.9K 0.01%
+142
468
$8.88K 0.01%
63
+45
469
$8.78K 0.01%
97
470
$8.78K 0.01%
110
471
$8.69K 0.01%
435
472
$8.55K 0.01%
18
+1
473
$8.41K 0.01%
100
474
$8.38K 0.01%
29
475
$8.23K 0.01%
76
17 18
19
20 21