1IA
1620 Investment Advisors Portfolio holdings
AUM
$141M
This Quarter Return
-3.79%
1 Year Return
+13.62%
3 Year Return
+46%
5 Year Return
–
10 Year Return
–
AUM
$91.9M
AUM Growth
+$91.9M
(+2.8%)
Cap. Flow
+$2.54M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
27.14%
Holding
124
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Valero Energy
VLO
|
$647K |
| 2 |
FLEX LNG
FLNG
|
$642K |
| 3 |
EVA
Enviva Inc.
EVA
|
$585K |
| 4 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$466K |
| 5 |
PGRE
Paramount Group
PGRE
|
$193K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Healthcare | 9.69% |
| 3 | Real Estate | 9.19% |
| 4 | Financials | 8.59% |
| 5 | Consumer Discretionary | 6.58% |
