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 | |
|---|---|---|---|---|---|---|---|
| $1.38K | ﹤0.01% | 3 | – | – | |||
| $1.37K | ﹤0.01% | 6 | – | – | |||
| $1.31K | ﹤0.01% | 65 | – | – | |||
| $1.3K | ﹤0.01% | 2 | – | – | |||
| $1.29K | ﹤0.01% | 17 | – | – | |||
| $1.29K | ﹤0.01% | 7 | – | – | |||
| $1.28K | ﹤0.01% | 100 | – | – | |||
| $1.26K | ﹤0.01% | 31 | – | – | |||
| $1.26K | ﹤0.01% | 82 | – | – | |||
| $1.24K | ﹤0.01% | 15 | – | – | |||
| $1.23K | ﹤0.01% | 5 | – | – | |||
| $1.21K | ﹤0.01% | 80 | – | – | |||
| $1.2K | ﹤0.01% | 60 | – | – | |||
| $1.19K | ﹤0.01% | +25 | New | +$1.19K | |||
| $1.18K | ﹤0.01% | 5 | – | – | |||
| $1.18K | ﹤0.01% | 25 | – | – | |||
| $1.12K | ﹤0.01% | 75 | – | – | |||
| $1.1K | ﹤0.01% | 9 | – | – | |||
| $1.07K | ﹤0.01% | 2 | – | – | |||
| $1.06K | ﹤0.01% | 7 | – | – | |||
| $1.06K | ﹤0.01% | +65 | New | +$1.06K | |||
| $1.06K | ﹤0.01% | 8 | – | – | |||
| $1.06K | ﹤0.01% | 4 | – | – | |||
| $992 | ﹤0.01% | 6 | – | – | |||
| $980 | ﹤0.01% | 4 | – | – |
