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
526
$4.7K ﹤0.01%
33
527
$4.62K ﹤0.01%
20
528
$4.61K ﹤0.01%
22
-3
529
$4.41K ﹤0.01%
43
-15
530
$4.39K ﹤0.01%
250
531
$4.39K ﹤0.01%
200
532
$4.29K ﹤0.01%
50
533
$4.26K ﹤0.01%
174
-9,569
534
$4.23K ﹤0.01%
115
535
$4.22K ﹤0.01%
150
536
$4.22K ﹤0.01%
30
537
$4.2K ﹤0.01%
75
538
$4.15K ﹤0.01%
160
539
$4.14K ﹤0.01%
5
540
$4.14K ﹤0.01%
137
-13
541
$4.12K ﹤0.01%
55
-30
542
$4.08K ﹤0.01%
+75
543
$3.94K ﹤0.01%
20
544
$3.89K ﹤0.01%
13
545
$3.88K ﹤0.01%
136
-449
546
$3.84K ﹤0.01%
16
547
$3.84K ﹤0.01%
112
548
$3.81K ﹤0.01%
60
+10
549
$3.78K ﹤0.01%
+36
550
$3.59K ﹤0.01%
30
20 21
22
23 24