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
276
$61.2K 0.05%
+483
277
$59.8K 0.05%
1,092
+98
278
$59.4K 0.05%
578
+49
279
$58.7K 0.04%
1,557
-37
280
$56.7K 0.04%
1,071
-80
281
$55.9K 0.04%
985
282
$55.3K 0.04%
1,088
+664
283
$55.2K 0.04%
1,078
284
$54.6K 0.04%
208
-21
285
$54.2K 0.04%
599
+15
286
$52.9K 0.04%
103
+72
287
$52.4K 0.04%
2,295
288
$52.2K 0.04%
475
289
$51.9K 0.04%
330
290
$51.5K 0.04%
249
291
$50.3K 0.04%
4,252
+3,164
292
$50K 0.04%
5,312
293
$49.7K 0.04%
318
-25
294
$49.2K 0.04%
466
295
$48.6K 0.04%
398
296
$47.8K 0.04%
445
297
$47.8K 0.04%
1,825
298
$47.7K 0.04%
740
299
$47.6K 0.04%
1,028
300
$47.6K 0.04%
1,434
10 11
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