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
76
$408K 0.46%
+2,387
77
$395K 0.44%
+18,071
78
$395K 0.44%
+7,633
79
$387K 0.43%
+4,796
80
$386K 0.43%
+4,688
81
$382K 0.43%
+6,520
82
$373K 0.42%
+15,763
83
$370K 0.41%
+34,585
84
$369K 0.41%
+9,159
85
$367K 0.41%
+11,996
86
$354K 0.4%
+700
87
$352K 0.39%
+6,624
88
$343K 0.38%
+5,137
89
$338K 0.38%
+13,080
90
$335K 0.38%
+6,653
91
$317K 0.35%
+1,041
92
$312K 0.35%
+3,470
93
$304K 0.34%
+6,300
94
$303K 0.34%
+30,481
95
$300K 0.34%
+9,775
96
$293K 0.33%
+1,727
97
$290K 0.32%
+3,371
98
$280K 0.31%
+22,314
99
$271K 0.3%
+1,100
100
$270K 0.3%
+19,277
1 2 3
4
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