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
476
$8.17K 0.01%
+201
477
$8.09K 0.01%
270
478
$8.07K 0.01%
76
479
$8.07K 0.01%
25
480
$8.02K 0.01%
97
481
$8.01K 0.01%
191
-22
482
$7.87K 0.01%
40
-15
483
$7.83K 0.01%
38
-1
484
$7.72K 0.01%
101
-749
485
$7.7K 0.01%
104
-8
486
$7.68K 0.01%
255
487
$7.61K 0.01%
206
488
$7.5K 0.01%
90
489
$7.26K 0.01%
110
-22
490
$7.22K 0.01%
1,706
-770
491
$7.06K 0.01%
130
492
$6.99K 0.01%
351
493
$6.98K 0.01%
50
494
$6.85K ﹤0.01%
22
495
$6.72K ﹤0.01%
105
-65
496
$6.71K ﹤0.01%
61
497
$6.64K ﹤0.01%
350
498
$6.63K ﹤0.01%
96
-75
499
$6.5K ﹤0.01%
226
500
$6.37K ﹤0.01%
46
18 19
20
21 22