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
101
$249K 0.34%
+2,940
102
$239K 0.33%
29
-1,879
103
$238K 0.33%
+4,289
104
$236K 0.33%
+9,351
105
$236K 0.33%
9,944
+169
106
$231K 0.32%
1,100
107
$227K 0.31%
20,830
-1,484
108
$221K 0.3%
+102
109
$219K 0.3%
10,661
-61
110
$218K 0.3%
12,044
+920
111
$213K 0.29%
+1,600
112
$213K 0.29%
8,003
+936
113
$207K 0.29%
4,419
+548
114
$203K 0.28%
2,269
+216
115
$203K 0.28%
10,036
+955
116
$200K 0.28%
1,301
-1,886
117
$146K 0.2%
+10,236
118
$143K 0.2%
19,818
+2,170
119
$87K 0.12%
11,555
+587
120
$70K 0.1%
+10,221
121
$47K 0.06%
+11,530
122
$13K 0.02%
+29,411
123
$3K ﹤0.01%
+15,000
124
$3K ﹤0.01%
60
125
$1K ﹤0.01%
+13,401
2 3 4
5
6