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
101
$412K 0.29%
16,819
+298
102
$408K 0.29%
1,966
+191
103
$408K 0.29%
4,407
+53
104
$408K 0.29%
14,216
+344
105
$382K 0.27%
18,422
-88
106
$381K 0.27%
33,772
107
$378K 0.27%
21,213
-119
108
$375K 0.27%
13,965
+164
109
$367K 0.26%
1,258
+19
110
$362K 0.26%
4,778
+100
111
$357K 0.25%
7,980
+235
112
$350K 0.25%
1,242
+33
113
$348K 0.25%
+21,914
114
$345K 0.24%
14,774
+404
115
$337K 0.24%
5,496
+296
116
$323K 0.23%
4,369
117
$317K 0.22%
10,359
+300
118
$315K 0.22%
16,732
+3,190
119
$313K 0.22%
3,775
-1,655
120
$309K 0.22%
+20,700
121
$308K 0.22%
7,983
+27
122
$307K 0.22%
10,480
123
$302K 0.21%
14,140
124
$296K 0.21%
4,361
+350
125
$292K 0.21%
12,920
-300
3 4
5
6 7