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
551
$3.48K ﹤0.01%
32
552
$3.47K ﹤0.01%
13
-5
553
$3.4K ﹤0.01%
410
554
$3.4K ﹤0.01%
8
555
$3.34K ﹤0.01%
68
556
$3.31K ﹤0.01%
78
557
$3.29K ﹤0.01%
25
-15
558
$3.29K ﹤0.01%
59
559
$3.27K ﹤0.01%
+10
560
$3.27K ﹤0.01%
8
561
$3.23K ﹤0.01%
30
562
$3.22K ﹤0.01%
270
+129
563
$3.21K ﹤0.01%
25
-20
564
$3.19K ﹤0.01%
120
565
$3.13K ﹤0.01%
5
-4
566
$3.06K ﹤0.01%
22
567
$3.01K ﹤0.01%
33
568
$3K ﹤0.01%
33
569
$2.99K ﹤0.01%
22
570
$2.82K ﹤0.01%
30
571
– –
0
572
$2.76K ﹤0.01%
29
573
$2.75K ﹤0.01%
25
574
$2.72K ﹤0.01%
13
575
$2.65K ﹤0.01%
+18
21 22
23
24 25