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
$92.2M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.98M
3
+$1.17M
4
POWL icon
Powell Industries
POWL
+$1.14M
5
IRM icon
Iron Mountain
IRM
+$881K

Top Sells

1
+$1.22M
2
+$1.04M
3
+$697K
4
INVH icon
Invitation Homes
INVH
+$484K
5
IR icon
Ingersoll Rand
IR
+$452K

Sector Composition

1 Technology 14.69%
2 Healthcare 7.75%
3 Consumer Discretionary 7.55%
4 Industrials 7.49%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,250
152
– –
-3,748
153
– –
-9,454
154
– –
-10,085
3 4 5 6
7