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
$91.5M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$711K
3
+$681K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$598K
5
BXP icon
Boston Properties
BXP
+$508K

Top Sells

1
+$10.6M
2
+$6.03M
3
+$1.16M
4
NOC icon
Northrop Grumman
NOC
+$900K
5
JNJ icon
Johnson & Johnson
JNJ
+$684K

Sector Composition

1 Technology 12.31%
2 Consumer Discretionary 8.66%
3 Financials 7.45%
4 Healthcare 7.42%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.65%
+1,677
52
$589K 0.64%
528
-9,491
53
$585K 0.64%
5,798
-278
54
$569K 0.62%
2,352
+42
55
$538K 0.59%
18,702
+43
56
$536K 0.59%
18,606
+310
57
$510K 0.56%
8,098
+160
58
$508K 0.55%
+9,897
59
$502K 0.55%
30,107
-5,477
60
$493K 0.54%
9,802
+79
61
$491K 0.54%
9,430
-1,029
62
$490K 0.54%
+6,056
63
$483K 0.53%
+3,389
64
$480K 0.52%
5,621
+22
65
$473K 0.52%
5,237
+163
66
$471K 0.51%
3,192
-600
67
$470K 0.51%
+9,717
68
$469K 0.51%
3,086
+22
69
$461K 0.5%
+20,012
70
$455K 0.5%
+5,809
71
$439K 0.48%
14,428
+456
72
$436K 0.48%
+7,559
73
$435K 0.48%
3,583
+40
74
$435K 0.48%
40,706
-6,955
75
$423K 0.46%
2,696
-4,362
1 2
3
4 5