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
$131M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$448K
3
+$391K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$344K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$241K

Top Sells

1
+$550K
2
+$524K
3
+$403K
4
IBM icon
IBM
IBM
+$348K
5
SPG icon
Simon Property Group
SPG
+$331K

Sector Composition

1 Technology 11.28%
2 Financials 9.11%
3 Healthcare 7.81%
4 Consumer Discretionary 7.58%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92.2K 0.07%
745
-14
227
$91.1K 0.07%
2,618
+62
228
$88.9K 0.07%
6,723
+1,052
229
$88.7K 0.07%
183
+5
230
$87.5K 0.07%
1,059
-30
231
$86.6K 0.07%
278
232
$86.4K 0.07%
+3,440
233
$85.4K 0.07%
2,800
-26
234
$85.1K 0.07%
+3,611
235
$83.7K 0.06%
720
+20
236
$81.6K 0.06%
976
237
$80.9K 0.06%
87
-1
238
$80.2K 0.06%
575
-37
239
$79.9K 0.06%
7,004
+507
240
$79.4K 0.06%
884
241
$79.4K 0.06%
2,270
+58
242
$78.4K 0.06%
2,448
-43
243
$78.1K 0.06%
3,649
+1,595
244
$77.7K 0.06%
3,121
245
$76.2K 0.06%
12,346
-165
246
$75.7K 0.06%
1,393
-87
247
$75.4K 0.06%
1,884
-25
248
$74.9K 0.06%
+3,919
249
$74.8K 0.06%
3,109
250
$74.2K 0.06%
287
8 9
10
11 12