1IA

1620 Investment Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.13M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
AAPL icon
Apple
AAPL
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.97%
2 Healthcare 9.96%
3 Real Estate 9.23%
4 Financials 8.84%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.2%
+12,264
27
$1.02M 1.14%
+17,302
28
$1.02M 1.14%
+11,072
29
$1M 1.12%
+6,020
30
$923K 1.03%
+3,512
31
$919K 1.03%
+5,750
32
$886K 0.99%
+13,320
33
$880K 0.99%
+8,530
34
$876K 0.98%
+52,787
35
$817K 0.91%
+6,311
36
$802K 0.9%
+7,465
37
$779K 0.87%
+8,394
38
$765K 0.86%
+15,460
39
$757K 0.85%
+4,627
40
$756K 0.85%
+6,287
41
$755K 0.85%
+14,532
42
$751K 0.84%
+30,892
43
$729K 0.82%
+10,043
44
$701K 0.78%
+32,053
45
$700K 0.78%
+72,872
46
$694K 0.78%
+7,932
47
$666K 0.75%
+1,874
48
$660K 0.74%
+9,205
49
$652K 0.73%
+35,116
50
$643K 0.72%
+9,690
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