1IA

1620 Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$624K
3
+$531K
4
STX icon
Seagate
STX
+$521K
5
MDT icon
Medtronic
MDT
+$470K

Top Sells

1
+$542K
2
+$449K
3
+$415K
4
NVDA icon
NVIDIA
NVDA
+$402K
5
CAT icon
Caterpillar
CAT
+$283K

Sector Composition

1 Technology 13.02%
2 Financials 11.06%
3 Healthcare 7.62%
4 Consumer Discretionary 7.29%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$554K 0.39%
5,832
+150
77
$535K 0.38%
+10,412
78
$527K 0.37%
6,264
+144
79
$518K 0.37%
198
80
$514K 0.36%
45,549
81
$511K 0.36%
26,784
-15
82
$509K 0.36%
9,002
+244
83
$507K 0.36%
66,190
-6,831
84
$499K 0.35%
2,440
-3
85
$498K 0.35%
30,062
-174
86
$498K 0.35%
2,826
-81
87
$491K 0.35%
1,789
-669
88
$473K 0.34%
3,668
+126
89
$472K 0.33%
5,782
+11
90
$469K 0.33%
3,449
+9
91
$465K 0.33%
2,133
+76
92
$463K 0.33%
2,220
+13
93
$459K 0.33%
2,822
+107
94
$449K 0.32%
5,017
+279
95
$446K 0.32%
7,600
+7,569
96
$431K 0.31%
2,818
+59
97
$429K 0.3%
2,696
-8
98
$426K 0.3%
9,121
99
$419K 0.3%
13,957
+146
100
$415K 0.29%
13,373
+157
2 3
4
5 6