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
376
$20.6K 0.02%
360
+110
377
$20.5K 0.02%
520
378
$19.9K 0.02%
385
379
$19.9K 0.02%
301
-861
380
$19.7K 0.02%
649
381
$19.5K 0.01%
800
-150
382
$19.3K 0.01%
240
383
$19.1K 0.01%
1,350
384
$19K 0.01%
41
385
$19K 0.01%
147
386
$18.6K 0.01%
510
-100
387
$18.3K 0.01%
1,590
388
$18.2K 0.01%
342
389
$17.9K 0.01%
53
-5
390
$17.9K 0.01%
741
391
$17.8K 0.01%
251
+1
392
$17.8K 0.01%
421
393
$17.6K 0.01%
19
-11
394
$17.5K 0.01%
130
395
$17.1K 0.01%
71
396
$17K 0.01%
34
-15
397
$16.8K 0.01%
305
+19
398
$15.8K 0.01%
170
399
$15.6K 0.01%
300
400
$15.5K 0.01%
+585
14 15
16
17 18