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
$91.5M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$862K
3
+$665K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$589K
5
BXP icon
Boston Properties
BXP
+$584K

Top Sells

1
+$1.16M
2
+$900K
3
+$669K
4
STT icon
State Street
STT
+$668K
5
BYND icon
Beyond Meat
BYND
+$605K

Sector Composition

1 Technology 12.31%
2 Financials 10.2%
3 Consumer Discretionary 8.66%
4 Healthcare 7.42%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,900
152
– –
-34,531
153
– –
-2,091
154
– –
-333
155
– –
-10,221
156
– –
-1,794
157
– –
-7,080
158
– –
-24,589
159
– –
-5,950
3 4 5 6
7