1IA

1620 Investment Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.13M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
AAPL icon
Apple
AAPL
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.97%
2 Healthcare 9.96%
3 Real Estate 9.23%
4 Financials 8.84%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.71%
+4,106
52
$615K 0.69%
+13,563
53
$601K 0.67%
+3,187
54
$599K 0.67%
+12,613
55
$593K 0.66%
+5,873
56
$592K 0.66%
+22,737
57
$585K 0.65%
+15,578
58
$569K 0.64%
+9,125
59
$565K 0.63%
+7,611
60
$563K 0.63%
+9,340
61
$538K 0.6%
+4,058
62
$535K 0.6%
+9,191
63
$530K 0.59%
+10,301
64
$529K 0.59%
+2,108
65
$525K 0.59%
+5,919
66
$517K 0.58%
+7,239
67
$489K 0.55%
+1,634
68
$488K 0.55%
+23,282
69
$482K 0.54%
+7,537
70
$435K 0.49%
+11,676
71
$433K 0.48%
+5,330
72
$426K 0.48%
+6,149
73
$425K 0.48%
+2,976
74
$416K 0.47%
+16,567
75
$409K 0.46%
+5,961
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