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
401
$15.4K 0.01%
242
-20
402
$15.4K 0.01%
214
-4
403
$14.8K 0.01%
400
+19
404
$14.7K 0.01%
86
-18
405
$14.4K 0.01%
138
-7
406
$14.2K 0.01%
282
407
$14.1K 0.01%
925
408
$13.8K 0.01%
681
409
$13.8K 0.01%
555
410
$13.7K 0.01%
193
-18
411
$13.6K 0.01%
1,654
+250
412
$13.1K 0.01%
166
413
$12.9K 0.01%
890
+260
414
$12.5K 0.01%
255
415
$12.5K 0.01%
124
416
$12.4K 0.01%
620
417
$12.3K 0.01%
255
+5
418
$12.3K 0.01%
375
+5
419
$12K 0.01%
850
+689
420
$12K 0.01%
4,406
-11,280
421
$12K 0.01%
147
+17
422
$11.9K 0.01%
2,476
423
$11.9K 0.01%
1,200
424
$11.9K 0.01%
171
+40
425
$11.7K 0.01%
379
15 16
17
18 19