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

Top Sells

1 +$550K
2 +$524K
3 +$403K
4
IBM icon
IBM
IBM
+$348K
5
SPG icon
Simon Property Group
SPG
+$331K

Sector Composition

1 Technology 11.28%
2 Financials 9.11%
3 Healthcare 7.81%
4 Consumer Discretionary 7.58%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$7.31K 0.01%
450
477
$7.3K 0.01%
46
+37
478
$7.25K 0.01%
255
-120
479
$7.22K 0.01%
90
480
$7.07K 0.01%
50
481
$6.87K 0.01%
170
-288
482
$6.84K 0.01%
350
483
$6.75K 0.01%
536
-3,716
484
$6.69K 0.01%
213
-5
485
$6.59K 0.01%
+75
486
$6.46K ﹤0.01%
226
487
$6.43K ﹤0.01%
59
488
$6.34K ﹤0.01%
21
489
$6.18K ﹤0.01%
20
-67
490
$6.16K ﹤0.01%
56
491
$6.13K ﹤0.01%
50
492
$6.1K ﹤0.01%
+77
493
$6.1K ﹤0.01%
380
494
$6.04K ﹤0.01%
58
495
$6.03K ﹤0.01%
118
496
$5.95K ﹤0.01%
+25
497
$5.88K ﹤0.01%
61
498
$5.83K ﹤0.01%
300
499
$5.78K ﹤0.01%
85
-190
500
$5.63K ﹤0.01%
60