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
501
$6.31K ﹤0.01%
100
502
$6.31K ﹤0.01%
536
+266
503
$6.25K ﹤0.01%
300
504
$6.15K ﹤0.01%
59
505
$6.11K ﹤0.01%
533
-300
506
$6.08K ﹤0.01%
21
507
$6.04K ﹤0.01%
61
508
$6.04K ﹤0.01%
118
509
$5.96K ﹤0.01%
17
510
$5.86K ﹤0.01%
380
511
$5.81K ﹤0.01%
25
+19
512
$5.72K ﹤0.01%
600
-600
513
$5.63K ﹤0.01%
60
514
$5.51K ﹤0.01%
200
515
$5.5K ﹤0.01%
350
-100
516
$5.39K ﹤0.01%
5
517
$5.37K ﹤0.01%
126
+95
518
$5.34K ﹤0.01%
103
-42
519
$5.06K ﹤0.01%
22
520
$5.03K ﹤0.01%
38
521
$4.98K ﹤0.01%
40
522
$4.86K ﹤0.01%
293
523
$4.84K ﹤0.01%
48
-8
524
$4.73K ﹤0.01%
75
-910
525
$4.73K ﹤0.01%
530
-63
19 20
21
22 23