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
51
$759K 0.54%
8,094
+320
52
$755K 0.54%
7,081
+296
53
$750K 0.53%
25,922
-25
54
$723K 0.51%
6,524
+263
55
$710K 0.5%
3,245
+74
56
$703K 0.5%
6,397
+172
57
$695K 0.49%
3,302
+17
58
$695K 0.49%
9,944
+206
59
$685K 0.49%
20,881
+1,262
60
$680K 0.48%
19,645
61
$670K 0.48%
14,740
+789
62
$667K 0.47%
5,053
+73
63
$665K 0.47%
33,115
+259
64
$653K 0.46%
14,109
+294
65
$645K 0.46%
26,476
+25,676
66
$639K 0.45%
8,739
+177
67
$634K 0.45%
12,063
+288
68
$633K 0.45%
2,365
+26
69
$628K 0.45%
56,400
-2,528
70
$617K 0.44%
29,098
+190
71
$613K 0.44%
6,985
+150
72
$601K 0.43%
2,468
-67
73
$589K 0.42%
5,462
-32
74
$573K 0.41%
31,345
-128
75
$560K 0.4%
3,334
+114
1 2
3
4 5