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
$99.5M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$903K
3
+$774K
4
POWL icon
Powell Industries
POWL
+$693K
5
NTAP icon
NetApp
NTAP
+$679K

Top Sells

1
+$84.5M
2
+$74.3M
3
+$62.3M
4
NVS icon
Novartis
NVS
+$42M
5
STWD icon
Starwood Property Trust
STWD
+$19.3M

Sector Composition

1 Technology 12.89%
2 Consumer Discretionary 8.63%
3 Financials 8.39%
4 Healthcare 7.47%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$442K 0.44%
10,000
+198
77
$435K 0.44%
7,227
-36
78
$430K 0.43%
5,869
-2,288
79
$422K 0.42%
2,666
-30
80
$419K 0.42%
3,687
-2
81
$414K 0.42%
8,425
-1,292
82
$413K 0.42%
16,250
-7,944
83
$411K 0.41%
12,485
-1,943
84
$393K 0.4%
31
-5,858
85
$389K 0.39%
4,337
+80
86
$386K 0.39%
848
-11
87
$382K 0.38%
4,988
-208
88
$375K 0.38%
12,858
-46
89
$375K 0.38%
9,908
-2,630
90
$369K 0.37%
19,371
+1,474
91
$367K 0.37%
7,332
+40
92
$365K 0.37%
2,418
+751
93
$364K 0.37%
1,504
+877
94
$362K 0.36%
+4,025
95
$359K 0.36%
1,230
+103
96
$357K 0.36%
2,216
+66
97
$353K 0.35%
1,248
+125
98
$340K 0.34%
6,497
-39
99
$340K 0.34%
927
+87
100
$339K 0.34%
14,078
+117
2 3
4
5 6