1IA

1620 Investment Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$488K
3
+$465K
4
VTRS icon
Viatris
VTRS
+$445K
5
MTN icon
Vail Resorts
MTN
+$391K

Top Sells

1
+$617K
2
+$511K
3
+$498K
4
STX icon
Seagate
STX
+$456K
5
DRH.PRA
DiamondRock Hospitality Co 8.250% Series A Preferred Stock
DRH.PRA
+$412K

Sector Composition

1 Technology 13.94%
2 Financials 11.55%
3 Healthcare 8.22%
4 Consumer Discretionary 7.95%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.24K ﹤0.01%
3
577
$2.2K ﹤0.01%
8
578
$2.19K ﹤0.01%
15
579
$2.11K ﹤0.01%
8
580
$2.1K ﹤0.01%
176
581
$2.08K ﹤0.01%
187
582
$2.08K ﹤0.01%
20
583
$2.06K ﹤0.01%
13
584
$2.03K ﹤0.01%
16
585
$2.01K ﹤0.01%
20
586
$2K ﹤0.01%
20
587
$1.99K ﹤0.01%
4
588
$1.97K ﹤0.01%
80
589
$1.95K ﹤0.01%
80
590
$1.9K ﹤0.01%
3
+1
591
$1.89K ﹤0.01%
2
592
$1.83K ﹤0.01%
80
593
$1.78K ﹤0.01%
5
+1
594
$1.75K ﹤0.01%
17
+9
595
$1.72K ﹤0.01%
50
596
$1.69K ﹤0.01%
9
597
$1.66K ﹤0.01%
82
598
$1.62K ﹤0.01%
15
599
$1.61K ﹤0.01%
10
+1
600
$1.57K ﹤0.01%
50
-300
22 23
24
25 26