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
$72.5M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$982K
3
+$749K
4
JHPI icon
John Hancock Preferred Income ETF
JHPI
+$622K
5
XOM icon
Exxon Mobil
XOM
+$555K

Top Sells

1
+$1.11B
2
+$478M
3
+$15.5M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$1.19M
5
SPG icon
Simon Property Group
SPG
+$919K

Sector Composition

1 Technology 11%
2 Healthcare 9%
3 Energy 8.2%
4 Real Estate 7.88%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 1.05%
15,004
+472
27
$760K 1.05%
1,768
-106
28
$751K 1.04%
12,935
+671
29
$749K 1.03%
+32,395
30
$741K 1.02%
9,622
+497
31
$735K 1.01%
6,763
-3,170
32
$693K 0.96%
8,196
+264
33
$682K 0.94%
32,657
+1,765
34
$663K 0.91%
9,279
-965
35
$648K 0.89%
9,808
+617
36
$643K 0.89%
7,821
+284
37
$633K 0.87%
2,308
-1,433
38
$630K 0.87%
13,433
+820
39
$628K 0.87%
10,122
+432
40
$625K 0.86%
76,087
+3,215
41
$622K 0.86%
+27,641
42
$585K 0.81%
21,375
-1,140
43
$535K 0.74%
7,415
+176
44
$534K 0.74%
9,023
-182
45
$532K 0.73%
16,724
+1,146
46
$528K 0.73%
25,168
-9,948
47
$519K 0.72%
17,550
+843
48
$515K 0.71%
14,466
+903
49
$507K 0.7%
2,175
+67
50
$499K 0.69%
6,060
-2,334
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