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 | |
|---|---|---|---|---|---|---|---|
| $1.92K | ﹤0.01% | 13 | – | – | |||
| $1.92K | ﹤0.01% | 2 | – | – | |||
| $1.89K | ﹤0.01% | 187 | – | – | |||
| $1.88K | ﹤0.01% | 4 +3 | +300% | +$1.41K | |||
| $1.86K | ﹤0.01% | 31 | – | – | |||
| $1.81K | ﹤0.01% | 8 | – | – | |||
| $1.79K | ﹤0.01% | 5 | – | – | |||
| $1.77K | ﹤0.01% | 95 | – | – | |||
| $1.77K | ﹤0.01% | 176 | – | – | |||
| $1.72K | ﹤0.01% | 100 +54 | +117% | +$928 | |||
| $1.69K | ﹤0.01% | 80 | – | – | |||
| $1.69K | ﹤0.01% | 50 | – | – | |||
| $1.66K | ﹤0.01% | 50 +40 | +400% | +$1.33K | |||
| $1.6K | ﹤0.01% | 10 | – | – | |||
| $1.6K | ﹤0.01% | 24 | – | – | |||
| $1.58K | ﹤0.01% | 92 | – | – | |||
| $1.53K | ﹤0.01% | 3 | – | – | |||
| $1.52K | ﹤0.01% | 80 | – | – | |||
| $1.48K | ﹤0.01% | 6 | – | – | |||
| $1.46K | ﹤0.01% | 14 | – | – | |||
| $1.46K | ﹤0.01% | 9 | – | – | |||
| $1.43K | ﹤0.01% | 1 | – | – | |||
| $1.41K | ﹤0.01% | 20 | – | – | |||
| $1.41K | ﹤0.01% | 28 +2 | +8% | +$101 | |||
| $1.39K | ﹤0.01% | 16 | – | – |
