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
$99.5M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$903K
3 +$774K
4
POWL icon
Powell Industries
POWL
+$693K
5
NTAP icon
NetApp
NTAP
+$679K

Top Sells

1 +$84.5M
2 +$74.3M
3 +$62.3M
4
NVS icon
Novartis
NVS
+$42M
5
STWD icon
Starwood Property Trust
STWD
+$19.3M

Sector Composition

1 Technology 12.89%
2 Consumer Discretionary 8.63%
3 Financials 8.39%
4 Healthcare 7.47%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-17,512
152
-3,389
153
-7,163
154
-2,432
155
-11,626
156
-9,897