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 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$977 ﹤0.01%
3
627
$969 ﹤0.01%
15
628
$945 ﹤0.01%
700
629
$923 ﹤0.01%
15
630
$895 ﹤0.01%
2
631
$865 ﹤0.01%
8
632
$864 ﹤0.01%
4
633
$835 ﹤0.01%
4
634
$826 ﹤0.01%
3
635
$811 ﹤0.01%
+26
636
$807 ﹤0.01%
11
637
$807 ﹤0.01%
13
638
$779 ﹤0.01%
10
639
$777 ﹤0.01%
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640
$749 ﹤0.01%
+8
641
$738 ﹤0.01%
7
642
$732 ﹤0.01%
50
643
$730 ﹤0.01%
250
-39
644
$728 ﹤0.01%
40
-6
645
$684 ﹤0.01%
17
646
$572 ﹤0.01%
+150
647
$568 ﹤0.01%
7
648
$532 ﹤0.01%
+200
649
$528 ﹤0.01%
50
650
$527 ﹤0.01%
+100
24 25
26
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