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
$141M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$624K
3
+$531K
4
STX icon
Seagate
STX
+$521K
5
MDT icon
Medtronic
MDT
+$470K

Top Sells

1
+$542K
2
+$449K
3
+$415K
4
NVDA icon
NVIDIA
NVDA
+$402K
5
CAT icon
Caterpillar
CAT
+$283K

Sector Composition

1 Technology 13.02%
2 Financials 11.06%
3 Healthcare 7.62%
4 Consumer Discretionary 7.29%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$193K 0.14%
4,326
-312
152
$192K 0.14%
789
-27
153
$185K 0.13%
1,376
-2
154
$183K 0.13%
575
-82
155
$182K 0.13%
10,907
-580
156
$181K 0.13%
1,406
-29
157
$179K 0.13%
503
+227
158
$178K 0.13%
2,579
+433
159
$175K 0.12%
3,855
+227
160
$174K 0.12%
912
-4
161
$171K 0.12%
1,388
-6
162
$171K 0.12%
2,102
+3
163
$170K 0.12%
2,195
-109
164
$169K 0.12%
4,944
+1,504
165
$169K 0.12%
1,700
+266
166
$167K 0.12%
1,054
-3,198
167
$166K 0.12%
1,780
+16
168
$165K 0.12%
2,043
+585
169
$161K 0.11%
955
-10
170
$160K 0.11%
7,616
+167
171
$159K 0.11%
2,147
+55
172
$158K 0.11%
4,380
-24
173
$157K 0.11%
3,391
-52
174
$156K 0.11%
12,927
+1,128
175
$154K 0.11%
676
-7
5 6
7
8 9