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
151
-17,355
152
-7,192
153
-7,162
154
-7,833