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
$91.5M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$711K
3
+$681K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$598K
5
BXP icon
Boston Properties
BXP
+$508K

Top Sells

1
+$10.6M
2
+$6.03M
3
+$1.16M
4
NOC icon
Northrop Grumman
NOC
+$900K
5
JNJ icon
Johnson & Johnson
JNJ
+$684K

Sector Composition

1 Technology 12.31%
2 Consumer Discretionary 8.66%
3 Financials 7.45%
4 Healthcare 7.42%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$929K 1.01%
10,043
+983
27
$924K 1.01%
42,567
+198
28
$902K 0.99%
+8,930
29
$890K 0.97%
6,000
-19
30
$818K 0.89%
8,184
-831
31
$806K 0.88%
11,122
-145
32
$795K 0.87%
2,294
+34
33
$745K 0.81%
10,630
-7,227
34
$727K 0.79%
6,989
-550
35
$711K 0.78%
+33,846
36
$703K 0.77%
24,194
-2,675
37
$699K 0.76%
5,294
-135
38
$684K 0.75%
59,612
-8,188
39
$681K 0.74%
+72,493
40
$676K 0.74%
6,056
-166
41
$668K 0.73%
9,917
+28
42
$663K 0.72%
725
-6,594
43
$663K 0.72%
5,062
+12
44
$661K 0.72%
8,157
-698
45
$643K 0.7%
13,275
-211
46
$609K 0.67%
12,053
+5,086
47
$603K 0.66%
7,163
+179
48
$602K 0.66%
17,639
+1,399
49
$601K 0.66%
19,573
-1,882
50
$598K 0.65%
17,667
-31
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2
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