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
$88.3M
AUM Growth
-$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.06M
3
+$900K
4
FLG
Flagstar Bank, National Association
FLG
+$730K
5
STT icon
State Street
STT
+$668K

Top Sells

1
+$2.56M
2
+$1.85M
3
+$892K
4
BBY icon
Best Buy
BBY
+$727K
5
STWD icon
Starwood Property Trust
STWD
+$666K

Sector Composition

1 Technology 13.15%
2 Energy 8.83%
3 Financials 8.71%
4 Healthcare 6.99%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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154
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-8,578
155
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-42,898
156
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157
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-13,155
158
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-1,648
159
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160
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-8,868
161
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162
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-7,485
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