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
351
$27.5K 0.02%
1,103
352
$27.2K 0.02%
140
353
$27.1K 0.02%
888
354
$26.9K 0.02%
874
-97
355
$26.8K 0.02%
510
356
$26.6K 0.02%
87
357
$26.3K 0.02%
1,320
358
$25.8K 0.02%
407
359
$24.7K 0.02%
259
360
$24.7K 0.02%
157
-23
361
$24.7K 0.02%
992
362
$24.2K 0.02%
648
-23
363
$24.2K 0.02%
43
364
$23.9K 0.02%
+130
365
$23.6K 0.02%
805
366
$23.4K 0.02%
292
367
$23.4K 0.02%
285
-40
368
$23.1K 0.02%
87
369
$22.6K 0.02%
960
370
$21.6K 0.02%
283
-47
371
$21.5K 0.02%
436
372
$21.3K 0.02%
405
373
$20.8K 0.02%
21
374
$20.8K 0.02%
813
375
$20.7K 0.02%
2,727
13 14
15
16 17