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
$72.5M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$1.36M
3
+$985K
4
RNR.PRF icon
RenaissanceRe Holdings 5.75% Series F Preference Share
RNR.PRF
+$776K
5
JHPI icon
John Hancock Preferred Income ETF
JHPI
+$645K

Top Sells

1
+$2.42M
2
+$1.8M
3
+$1.19M
4
SPG icon
Simon Property Group
SPG
+$919K
5
TER icon
Teradyne
TER
+$757K

Sector Composition

1 Technology 11%
2 Financials 10.8%
3 Healthcare 9%
4 Energy 8.2%
5 Real Estate 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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132
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135
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136
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137
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138
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139
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140
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141
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142
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143
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144
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146
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