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
$92.2M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.85M
3
+$1.33M
4
FDX icon
FedEx
FDX
+$626K
5
IRM icon
Iron Mountain
IRM
+$554K

Top Sells

1
+$1.36M
2
+$1.22M
3
+$1.04M
4
FHI icon
Federated Hermes
FHI
+$697K
5
INVH icon
Invitation Homes
INVH
+$484K

Sector Composition

1 Technology 14.69%
2 Healthcare 7.75%
3 Consumer Discretionary 7.55%
4 Industrials 7.49%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.61%
1,648
+11
52
$556K 0.6%
7,279
-30
53
$554K 0.6%
+16,093
54
$550K 0.6%
6,785
55
$550K 0.6%
6,126
+280
56
$541K 0.59%
+18,635
57
$541K 0.59%
14,537
-559
58
$530K 0.57%
35,784
-1,010
59
$527K 0.57%
10,721
-188
60
$521K 0.57%
6,010
-140
61
$517K 0.56%
7,913
+41
62
$495K 0.54%
7,051
+88
63
$491K 0.53%
14,014
+347
64
$482K 0.52%
3,491
+14
65
$476K 0.52%
6,988
+144
66
$470K 0.51%
5,053
+30
67
$464K 0.5%
1,886
-41
68
$462K 0.5%
+49,416
69
$461K 0.5%
+46,157
70
$460K 0.5%
3,737
+554
71
$447K 0.48%
970
-18
72
$445K 0.48%
4,984
+89
73
$444K 0.48%
+6,077
74
$438K 0.47%
2,645
+5
75
$411K 0.45%
+42,898
1 2
3
4 5