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
401
$15.4K 0.01%
242
-20
402
$15.4K 0.01%
214
-4
403
$14.8K 0.01%
400
+19
404
$14.7K 0.01%
86
-18
405
$14.4K 0.01%
138
-7
406
$14.2K 0.01%
282
407
$14.1K 0.01%
925
408
$13.8K 0.01%
681
409
$13.8K 0.01%
555
410
$13.7K 0.01%
193
-18
411
$13.6K 0.01%
1,654
+250
412
$13.1K 0.01%
166
413
$12.9K 0.01%
890
+260
414
$12.5K 0.01%
255
415
$12.5K 0.01%
124
416
$12.4K 0.01%
620
417
$12.3K 0.01%
255
+5
418
$12.3K 0.01%
375
+5
419
$12K 0.01%
850
+689
420
$12K 0.01%
4,406
-11,280
421
$12K 0.01%
147
+17
422
$11.9K 0.01%
2,476
423
$11.9K 0.01%
1,200
424
$11.9K 0.01%
171
+40
425
$11.7K 0.01%
379
15 16
17
18 19