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
576
$2.65K ﹤0.01%
20
-6
577
$2.64K ﹤0.01%
18
-139
578
$2.58K ﹤0.01%
3
579
$2.57K ﹤0.01%
290
-710
580
$2.54K ﹤0.01%
56
581
$2.49K ﹤0.01%
225
582
$2.47K ﹤0.01%
10
583
$2.47K ﹤0.01%
120
584
$2.4K ﹤0.01%
24
585
$2.34K ﹤0.01%
15
586
$2.33K ﹤0.01%
16
587
$2.19K ﹤0.01%
85
588
$2.15K ﹤0.01%
4
589
$2.15K ﹤0.01%
20
-10
590
$2.01K ﹤0.01%
14
-1
591
$2.01K ﹤0.01%
20
592
$2K ﹤0.01%
4
-2
593
$1.99K ﹤0.01%
8
-17
594
$1.96K ﹤0.01%
187
595
$1.94K ﹤0.01%
13
596
$1.91K ﹤0.01%
176
597
$1.9K ﹤0.01%
4
-1
598
$1.85K ﹤0.01%
80
-2,607
599
$1.76K ﹤0.01%
20
600
$1.75K ﹤0.01%
2
-1
22 23
24
25 26