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
$92.2M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.85M
3
+$1.33M
4
FDX icon
FedEx
FDX
+$626K
5
IRM icon
Iron Mountain
IRM
+$554K

Top Sells

1
+$1.36M
2
+$1.22M
3
+$1.04M
4
FHI icon
Federated Hermes
FHI
+$697K
5
INVH icon
Invitation Homes
INVH
+$484K

Sector Composition

1 Technology 14.69%
2 Healthcare 7.75%
3 Consumer Discretionary 7.55%
4 Industrials 7.49%
5 Energy 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.62M 3.92%
112,704
+2,949
2
$3.12M 3.38%
32,290
-237
3
$2.74M 2.97%
39,214
+7,572
4
$2.56M 2.77%
+356
5
$2.37M 2.57%
86,402
+432
6
$2.2M 2.39%
21,182
+462
7
$2.01M 2.18%
10,358
-66
8
$1.96M 2.13%
18,237
+369
9
$1.85M 2.01%
+12,717
10
$1.85M 2%
21,796
+52
11
$1.74M 1.89%
60,547
+8,564
12
$1.55M 1.68%
49,313
+1,103
13
$1.52M 1.65%
7,580
-130
14
$1.5M 1.62%
36,878
+480
15
$1.47M 1.59%
4,310
+19
16
$1.33M 1.45%
+21,996
17
$1.28M 1.39%
6,896
-32
18
$1.24M 1.34%
7,876
-21
19
$1.23M 1.34%
13,750
+201
20
$1.17M 1.27%
23,385
+280
21
$1.17M 1.27%
42,249
+994
22
$1.14M 1.24%
24,734
-395
23
$1.05M 1.14%
7,770
-48
24
$1.02M 1.1%
9,500
-12,721
25
$1.02M 1.1%
7,587
-194
1
2 3 4 5