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
$92.2M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.85M
3
+$1.33M
4
FDX icon
FedEx
FDX
+$626K
5
IRM icon
Iron Mountain
IRM
+$554K

Top Sells

1
+$1.36M
2
+$1.22M
3
+$1.04M
4
FHI icon
Federated Hermes
FHI
+$697K
5
INVH icon
Invitation Homes
INVH
+$484K

Sector Composition

1 Technology 14.69%
2 Healthcare 7.75%
3 Consumer Discretionary 7.55%
4 Industrials 7.49%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$983K 1.07%
24,010
+1,095
27
$972K 1.05%
51,722
-887
28
$970K 1.05%
7,594
-180
29
$892K 0.97%
8,836
+111
30
$883K 0.96%
42,109
+1,803
31
$878K 0.95%
7,528
-15
32
$844K 0.92%
27,640
-424
33
$819K 0.89%
11,224
+297
34
$815K 0.88%
8,900
-452
35
$779K 0.85%
68,539
-4
36
$779K 0.84%
7,715
+3,662
37
$727K 0.79%
8,868
-162
38
$710K 0.77%
9,920
+9
39
$709K 0.77%
6,504
+32
40
$701K 0.76%
9,095
-218
41
$700K 0.76%
2,253
+21
42
$677K 0.73%
6,914
-63
43
$671K 0.73%
18,290
+189
44
$666K 0.72%
34,311
+369
45
$647K 0.7%
12,507
-195
46
$646K 0.7%
10,097
+201
47
$628K 0.68%
13,427
-17
48
$626K 0.68%
+17,466
49
$596K 0.65%
74,398
-4,104
50
$566K 0.61%
2,299
+29
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