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
251
$74K 0.06%
650
+2
252
$72.7K 0.06%
+2,437
253
$71.8K 0.05%
425
-3
254
$71.5K 0.05%
400
255
$71.2K 0.05%
2,687
-14
256
$70.9K 0.05%
1,877
-83
257
$70.4K 0.05%
943
258
$70K 0.05%
350
259
$70K 0.05%
1,645
+50
260
$69.8K 0.05%
86
-2
261
$69.2K 0.05%
120
+5
262
$68.5K 0.05%
698
263
$68.4K 0.05%
866
264
$68K 0.05%
13,971
-12
265
$66.9K 0.05%
2,731
-298
266
$66.3K 0.05%
665
+24
267
$66.2K 0.05%
754
-44
268
$66.1K 0.05%
187
+43
269
$66K 0.05%
2,277
-11
270
$63.9K 0.05%
845
271
$62.9K 0.05%
198
-95
272
$62K 0.05%
865
-59
273
$61.4K 0.05%
4,436
274
$61.3K 0.05%
200
275
$61.2K 0.05%
1,234
+3
9 10
11
12 13