1IA

1620 Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$624K
3
+$531K
4
STX icon
Seagate
STX
+$521K
5
MDT icon
Medtronic
MDT
+$470K

Top Sells

1
+$542K
2
+$449K
3
+$415K
4
NVDA icon
NVIDIA
NVDA
+$402K
5
CAT icon
Caterpillar
CAT
+$283K

Sector Composition

1 Technology 13.02%
2 Financials 11.06%
3 Healthcare 7.62%
4 Consumer Discretionary 7.29%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.83%
3,958
+19
27
$1.13M 0.8%
7,875
+112
28
$1.11M 0.79%
25,649
+379
29
$1.08M 0.77%
8,958
+126
30
$1.07M 0.76%
12,303
+5,541
31
$1.07M 0.76%
11,604
-186
32
$1.07M 0.76%
2,986
-2
33
$1.04M 0.74%
11,340
+95
34
$995K 0.71%
6,103
+244
35
$951K 0.67%
5,724
+66
36
$927K 0.66%
38,236
+19,516
37
$913K 0.65%
41,586
+155
38
$903K 0.64%
14,376
-36
39
$853K 0.61%
8,079
+150
40
$818K 0.58%
27,839
-36
41
$812K 0.58%
18,510
-870
42
$812K 0.58%
12,041
+286
43
$811K 0.58%
2,941
-145
44
$805K 0.57%
2,196
+30
45
$793K 0.56%
8,110
+192
46
$786K 0.56%
17,730
+239
47
$784K 0.56%
5,239
+173
48
$778K 0.55%
1,600
+24
49
$777K 0.55%
6,264
+85
50
$765K 0.54%
3,488
-15
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2
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