1IA
1620 Investment Advisors Portfolio holdings
AUM $131M
This Quarter Return
+0.69%
1 Year Return
+7.73%
3 Year Return
+24.6%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
-$1.29M (-1%)
Cap. Flow
-$106K
Cap. Flow % of AUM
-0.08%
Top 10 Holdings %Top 10 Hldgs %
21.46%
Holding
735
New
30
Increased
170
Reduced
170
Closed
43
Top Buys
| 1 | $464K | |
| 2 | $448K | |
| 3 | $391K | |
| 4 | $344K | |
| 5 | $241K |
Top Sells
| 1 | $550K | |
| 2 | $524K | |
| 3 | $403K | |
| 4 | $348K | |
| 5 | $331K |
Sector Composition
| 1 | Technology | 11.28% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 7.81% |
| 4 | Consumer Discretionary | 7.58% |
| 5 | Industrials | 5.66% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.31K | 0.01% | 450 | – | – | |||
| $7.3K | 0.01% | 46 +37 | +411% | +$5.87K | |||
| $7.25K | 0.01% | 255 -120 | -32% | -$3.41K | |||
| $7.22K | 0.01% | 90 | – | – | |||
| $7.07K | 0.01% | 50 | – | – | |||
| $6.87K | 0.01% | 170 -176 | -51% | -$7.12K | |||
| $6.84K | 0.01% | 350 | – | – | |||
| $6.75K | 0.01% | 536 -3,716 | -87% | -$46.8K | |||
| $6.69K | 0.01% | 213 -5 | -2% | -$157 | |||
| $6.6K | 0.01% | +75 | New | +$6.6K | |||
| $6.46K | ﹤0.01% | 226 | – | – | |||
| $6.43K | ﹤0.01% | 59 | – | – | |||
| $6.34K | ﹤0.01% | 21 | – | – | |||
| $6.18K | ﹤0.01% | 20 -67 | -77% | -$20.7K | |||
| $6.16K | ﹤0.01% | 56 | – | – | |||
| $6.13K | ﹤0.01% | 50 | – | – | |||
| $6.1K | ﹤0.01% | +77 | New | +$6.1K | |||
| $6.1K | ﹤0.01% | 380 | – | – | |||
| $6.04K | ﹤0.01% | 58 | – | – | |||
| $6.03K | ﹤0.01% | 118 | – | – | |||
| $5.95K | ﹤0.01% | +25 | New | +$5.95K | |||
| $5.89K | ﹤0.01% | 61 | – | – | |||
| $5.83K | ﹤0.01% | 300 | – | – | |||
| $5.78K | ﹤0.01% | 85 -190 | -69% | -$12.9K | |||
| $5.63K | ﹤0.01% | 60 | – | – |
