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
101
$303K 0.33%
17,606
-475
102
$297K 0.32%
6,941
+123
103
$296K 0.32%
+26,294
104
$295K 0.32%
5,121
+117
105
$285K 0.31%
1,323
-52
106
$282K 0.31%
3,796
+91
107
$280K 0.3%
10,336
-7,962
108
$275K 0.3%
1,646
+43
109
$266K 0.29%
11,668
+362
110
$266K 0.29%
11,060
-71
111
$264K 0.29%
3,814
+28
112
$263K 0.29%
1,461
+20
113
$262K 0.28%
11,992
-152
114
$262K 0.28%
7,940
-210
115
$257K 0.28%
+2,721
116
$257K 0.28%
7,237
+270
117
$254K 0.28%
4,109
-239
118
$246K 0.27%
11,128
+150
119
$240K 0.26%
14,582
-153
120
$235K 0.26%
+1,977
121
$234K 0.25%
+7,412
122
$230K 0.25%
10,315
-275
123
$222K 0.24%
7,328
-7
124
$221K 0.24%
+10,760
125
$219K 0.24%
+2,099
3 4
5
6 7