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
$131M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$446K
3
+$421K
4
NVDA icon
NVIDIA
NVDA
+$401K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$339K

Top Sells

1
+$593K
2
+$489K
3
+$428K
4
SPG icon
Simon Property Group
SPG
+$349K
5
IBM icon
IBM
IBM
+$343K

Sector Composition

1 Technology 11.28%
2 Financials 11.25%
3 Healthcare 7.82%
4 Consumer Discretionary 7.58%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$37.4K 0.03%
649
327
$36.5K 0.03%
1,151
+345
328
$36.4K 0.03%
2,563
-115
329
$35.8K 0.03%
106
330
$34.4K 0.03%
2,099
+166
331
$33.2K 0.03%
1,699
332
$33.1K 0.03%
1,842
+429
333
$32.9K 0.03%
185
334
$32.5K 0.02%
48
-7
335
$32.5K 0.02%
275
336
$32.5K 0.02%
484
337
$32.4K 0.02%
537
338
$32.2K 0.02%
136
-4
339
$31.6K 0.02%
685
+13
340
$31.5K 0.02%
1,408
341
$31.1K 0.02%
1,165
342
$30.7K 0.02%
591
-200
343
$30.3K 0.02%
1,150
344
$30.3K 0.02%
1,640
345
$29.4K 0.02%
110
-58
346
$29.1K 0.02%
305
347
$29K 0.02%
676
348
$28.6K 0.02%
1,474
349
$28.6K 0.02%
600
350
$27.7K 0.02%
909
12 13
14
15 16