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
601
$1.72K ﹤0.01%
95
602
$1.7K ﹤0.01%
16
-1
603
$1.68K ﹤0.01%
2
604
$1.67K ﹤0.01%
9
-1
605
$1.62K ﹤0.01%
80
606
$1.57K ﹤0.01%
28
607
$1.57K ﹤0.01%
10
608
$1.5K ﹤0.01%
50
609
$1.47K ﹤0.01%
80
610
$1.47K ﹤0.01%
62
-30
611
$1.46K ﹤0.01%
9
612
$1.45K ﹤0.01%
18
-59
613
$1.44K ﹤0.01%
14
614
$1.41K ﹤0.01%
8
615
$1.4K ﹤0.01%
+100
616
$1.37K ﹤0.01%
82
617
$1.37K ﹤0.01%
15
-1
618
$1.35K ﹤0.01%
15
619
$1.34K ﹤0.01%
25
620
$1.28K ﹤0.01%
4
-1
621
$1.27K ﹤0.01%
100
622
$1.26K ﹤0.01%
80
623
$1.25K ﹤0.01%
4
-1
624
$1.24K ﹤0.01%
65
625
$1.23K ﹤0.01%
5
-1
23 24
25
26 27