1IA

1620 Investment Advisors Portfolio holdings

AUM $141M
This Quarter Return
+0.69%
1 Year Return
+13.62%
3 Year Return
+46%
5 Year Return
10 Year Return
AUM
$131M
AUM Growth
+$131M
Cap. Flow
-$106K
Cap. Flow %
-0.08%
Top 10 Hldgs %
21.46%
Holding
735
New
30
Increased
170
Reduced
170
Closed
43

Sector Composition

1 Technology 11.28%
2 Financials 9.11%
3 Healthcare 7.81%
4 Consumer Discretionary 7.58%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AZPN
726
DELISTED
Aspen Technology Inc
AZPN
-452
Closed -$113K
ALTM
727
DELISTED
Arcadium Lithium plc
ALTM
-1,831
Closed -$9.39K