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
101
$264K 0.3%
+3,871
102
$249K 0.28%
+1,908
103
$247K 0.28%
+3,505
104
$244K 0.27%
+2,053
105
$244K 0.27%
+10,338
106
$242K 0.27%
+1,606
107
$240K 0.27%
+3,782
108
$228K 0.26%
+1,345
109
$219K 0.25%
+5,391
110
$215K 0.24%
+1,733
111
$209K 0.23%
+10,722
112
$208K 0.23%
+3,399
113
$208K 0.23%
+1,528
114
$208K 0.23%
+7,067
115
$206K 0.23%
+4,432
116
$201K 0.23%
+9,081
117
$184K 0.21%
+11,124
118
$49K 0.05%
+10,968
1 2 3 4
5