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
626
$1.16K ﹤0.01%
60
627
$1.12K ﹤0.01%
15
628
$1.11K ﹤0.01%
3
-1
629
$1.1K ﹤0.01%
+22
630
$1.1K ﹤0.01%
7
631
$1.03K ﹤0.01%
15
632
$1.03K ﹤0.01%
2
633
$907 ﹤0.01%
8
634
$898 ﹤0.01%
13
635
$805 ﹤0.01%
700
636
$793 ﹤0.01%
8
637
$730 ﹤0.01%
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638
$726 ﹤0.01%
75
639
$672 ﹤0.01%
10
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$614 ﹤0.01%
26
-14
641
$581 ﹤0.01%
7
642
$571 ﹤0.01%
50
643
$561 ﹤0.01%
50
644
$552 ﹤0.01%
1
-3
645
$537 ﹤0.01%
4
646
$518 ﹤0.01%
100
647
$516 ﹤0.01%
10
-245
648
$429 ﹤0.01%
10
-40
649
$407 ﹤0.01%
11
650
$399 ﹤0.01%
25
24 25
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