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

Top Buys

1
+$902K
2
+$711K
3
+$681K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$598K
5
BXP icon
Boston Properties
BXP
+$508K

Top Sells

1
+$10.6M
2
+$6.03M
3
+$1.16M
4
NOC icon
Northrop Grumman
NOC
+$900K
5
JNJ icon
Johnson & Johnson
JNJ
+$684K

Sector Composition

1 Technology 12.31%
2 Consumer Discretionary 8.66%
3 Financials 7.45%
4 Healthcare 7.42%
5 Energy 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-13,997
152
– –
-3,900
153
– –
-34,531
154
– –
-2,091
155
– –
-333
156
– –
-10,221
157
– –
-1,794
158
– –
-9,785
159
– –
-7,080
3 4 5 6
7