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
76
$337K 0.46%
5,325
+188
77
$325K 0.45%
3,058
-2,962
78
$324K 0.45%
19,001
+3,238
79
$324K 0.45%
18,042
+1,475
80
$319K 0.44%
6,736
+216
81
$318K 0.44%
2,991
-3,384
82
$318K 0.44%
+6,300
83
$316K 0.44%
6,510
-6,810
84
$315K 0.43%
10,080
-12,657
85
$312K 0.43%
4,391
-297
86
$312K 0.43%
14,572
+2,576
87
$308K 0.42%
33,010
-1,575
88
$305K 0.42%
5,437
-482
89
$299K 0.41%
+17,868
90
$297K 0.41%
10,152
+993
91
$293K 0.4%
13,765
+685
92
$287K 0.4%
5,458
-3,882
93
$281K 0.39%
5,055
+259
94
$280K 0.39%
3,832
+327
95
$279K 0.38%
3,418
-2,869
96
$279K 0.38%
5,818
+488
97
$270K 0.37%
6,666
+366
98
$263K 0.36%
1,092
+51
99
$252K 0.35%
4,783
-10,677
100
$250K 0.34%
32,381
+1,900
2 3
4
5 6