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

Top Buys

1
+$3.88M
2
+$2.68M
3
+$2.44M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
XOM icon
Exxon Mobil
XOM
+$989K

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 Financials 11.3%
3 Energy 8.83%
4 Healthcare 6.99%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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162
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