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
301
$47.5K 0.04%
3,000
302
$46.9K 0.04%
1,368
303
$46.7K 0.04%
573
304
$46.5K 0.04%
519
305
$46.4K 0.04%
427
306
$46.4K 0.04%
2,043
-2,624
307
$45.9K 0.04%
82
+41
308
$44.4K 0.03%
345
-7
309
$44.3K 0.03%
216
-1
310
$44.3K 0.03%
209
311
$44.2K 0.03%
601
-15
312
$43.8K 0.03%
628
-847
313
$42.2K 0.03%
2,089
-49
314
$42.1K 0.03%
313
315
$41.8K 0.03%
720
316
$41.8K 0.03%
1,166
+16
317
$41.7K 0.03%
708
318
$41.2K 0.03%
500
319
$40.2K 0.03%
231
320
$40K 0.03%
959
+622
321
$39.9K 0.03%
145
-35
322
$38K 0.03%
1,520
+505
323
$37.8K 0.03%
800
324
$37.5K 0.03%
451
325
$37.4K 0.03%
1,151
11 12
13
14 15