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
651
$498 ﹤0.01%
25
652
$479 ﹤0.01%
+25
653
$407 ﹤0.01%
11
654
$397 ﹤0.01%
4
655
$334 ﹤0.01%
10
656
$272 ﹤0.01%
+26
657
$245 ﹤0.01%
10
658
$230 ﹤0.01%
50
659
$226 ﹤0.01%
26
660
$188 ﹤0.01%
88
661
$185 ﹤0.01%
3
662
$157 ﹤0.01%
11
663
$151 ﹤0.01%
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664
$127 ﹤0.01%
+2
665
$106 ﹤0.01%
+1
666
$103 ﹤0.01%
35
667
$101 ﹤0.01%
3
668
$97 ﹤0.01%
9
669
$83 ﹤0.01%
15
670
$79 ﹤0.01%
+16
671
$69 ﹤0.01%
11
672
$51 ﹤0.01%
+7
673
$50 ﹤0.01%
1
674
$49 ﹤0.01%
3
675
$45 ﹤0.01%
2
25 26
27
28 29