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 | |
|---|---|---|---|---|---|---|---|
| $3.96K | ﹤0.01% | 50 | – | – | |||
| $3.94K | ﹤0.01% | 20 | – | – | |||
| $3.85K | ﹤0.01% | 30 | – | – | |||
| $3.78K | ﹤0.01% | 120 | – | – | |||
| $3.74K | ﹤0.01% | 16 -11 | -41% | -$2.57K | |||
| $3.72K | ﹤0.01% | 75 | – | – | |||
| $3.65K | ﹤0.01% | 200 | – | – | |||
| $3.65K | ﹤0.01% | 39 | – | – | |||
| $3.42K | ﹤0.01% | 410 | – | – | |||
| $3.42K | ﹤0.01% | 30 | – | – | |||
| $3.41K | ﹤0.01% | 112 | – | – | |||
| $3.39K | ﹤0.01% | 30 | – | – | |||
| $3.34K | ﹤0.01% | 270 -266 | -50% | -$3.29K | |||
| $3.27K | ﹤0.01% | 32 | – | – | |||
| $3.25K | ﹤0.01% | 45 -5 | -10% | -$361 | |||
| $3.25K | ﹤0.01% | 22 | – | – | |||
| $3.23K | ﹤0.01% | +20 | New | +$3.23K | |||
| $3.17K | ﹤0.01% | 33 -29 | -47% | -$2.79K | |||
| $3.09K | ﹤0.01% | 26 | – | – | |||
| $3.07K | ﹤0.01% | 6 -1,024 | -99% | -$524K | |||
| $3.04K | ﹤0.01% | 59 -22 | -27% | -$1.13K | |||
| $2.99K | ﹤0.01% | 22 | – | – | |||
| $2.97K | ﹤0.01% | 68 -17 | -20% | -$741 | |||
| $2.95K | ﹤0.01% | 8 | – | – | |||
| $2.95K | ﹤0.01% | 50 | – | – |
