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
$89.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.13M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
AAPL icon
Apple
AAPL
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.97%
2 Healthcare 9.96%
3 Real Estate 9.23%
4 Financials 8.84%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.9M 5.49%
+135,593
2
$3.13M 3.5%
+24,214
3
$2.81M 3.14%
+84,550
4
$2.34M 2.62%
+6,949
5
$2.13M 2.38%
+11,982
6
$2.07M 2.32%
+62,798
7
$2.07M 2.31%
+26,941
8
$2.06M 2.3%
+17,867
9
$1.89M 2.12%
+61,845
10
$1.55M 1.74%
+3,741
11
$1.45M 1.62%
+19,099
12
$1.4M 1.56%
+9,933
13
$1.37M 1.53%
+10,108
14
$1.35M 1.51%
+7,786
15
$1.31M 1.46%
+8,260
16
$1.29M 1.45%
+1,941
17
$1.26M 1.41%
+84,289
18
$1.26M 1.41%
+11,515
19
$1.21M 1.36%
+10,320
20
$1.19M 1.33%
+23,151
21
$1.16M 1.3%
+10,244
22
$1.15M 1.29%
+54,416
23
$1.12M 1.25%
+22,892
24
$1.11M 1.24%
+6,421
25
$1.09M 1.23%
+8,191
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