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
76
$411K 0.45%
3,152
-5
77
$395K 0.43%
20,309
+329
78
$383K 0.42%
5,368
+72
79
$375K 0.41%
+7,485
80
$371K 0.4%
7,086
+105
81
$366K 0.4%
19,721
+504
82
$365K 0.4%
4,216
-39
83
$363K 0.39%
+2,088
84
$360K 0.39%
5,756
+87
85
$359K 0.39%
+4,231
86
$357K 0.39%
16,446
+2
87
$348K 0.38%
4,272
+5
88
$345K 0.37%
5,569
+120
89
$344K 0.37%
2,932
-85
90
$340K 0.37%
12,796
+404
91
$337K 0.37%
+12,782
92
$336K 0.36%
10,294
+98
93
$331K 0.36%
1,106
+3
94
$329K 0.36%
630
+1
95
$326K 0.35%
+10,239
96
$322K 0.35%
+9,621
97
$318K 0.34%
6,888
-1,957
98
$312K 0.34%
2,534
+54
99
$310K 0.34%
1,363
-38
100
$310K 0.34%
2,035
+93
2 3
4
5 6