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
76
$421K 0.46%
+25,082
77
$406K 0.44%
3,689
-2,867
78
$406K 0.44%
8,966
+3,042
79
$400K 0.44%
5,196
-233
80
$394K 0.43%
4,800
-1,645
81
$389K 0.43%
+859
82
$383K 0.42%
20,145
+244
83
$382K 0.42%
7,263
+105
84
$379K 0.41%
4,257
+62
85
$371K 0.41%
2,574
+26
86
$367K 0.4%
2,150
+114
87
$363K 0.4%
12,538
-288
88
$360K 0.39%
5,889
+98
89
$357K 0.39%
17,897
-2,697
90
$354K 0.39%
5,257
+116
91
$344K 0.38%
6,536
+92
92
$340K 0.37%
12,904
+80
93
$333K 0.36%
627
94
$324K 0.35%
6,888
95
$322K 0.35%
2,480
-362
96
$319K 0.35%
10,228
97
$318K 0.35%
+55
98
$313K 0.34%
13,961
-2,436
99
$309K 0.34%
3,917
+60
100
$308K 0.34%
7,292
-2
2 3
4
5 6