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
101
$308K 0.34%
1,124
102
$295K 0.32%
10,657
-531
103
$293K 0.32%
12,052
+243
104
$293K 0.32%
1,127
-188
105
$292K 0.32%
1,123
-160
106
$291K 0.32%
4,141
-471
107
$290K 0.32%
8,329
-1,647
108
$290K 0.32%
184
+12
109
$290K 0.32%
12,925
+784
110
$286K 0.31%
3,904
+81
111
$282K 0.31%
2,799
+35
112
$280K 0.31%
2,432
-378
113
$279K 0.31%
1,701
+38
114
$279K 0.3%
2,168
+84
115
$275K 0.3%
15,571
-1,635
116
$265K 0.29%
10,757
-330
117
$261K 0.29%
7,094
+75
118
$256K 0.28%
11,585
+970
119
$249K 0.27%
1,463
-1,612
120
$248K 0.27%
840
-1,034
121
$242K 0.26%
+7,311
122
$237K 0.26%
6,565
-1,112
123
$236K 0.26%
11,156
+911
124
$233K 0.25%
1,667
+129
125
$229K 0.25%
6,198
-1,063
3 4
5
6 7