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
426
$11.6K 0.01%
6
427
$11.5K 0.01%
276
+75
428
$11.5K 0.01%
317
429
$11.4K 0.01%
46
430
$11.3K 0.01%
450
431
$11.2K 0.01%
480
432
$11.1K 0.01%
156
433
$11.1K 0.01%
98
434
$11K 0.01%
140
435
$11K 0.01%
925
-175
436
$11K 0.01%
20
437
$10.9K 0.01%
3,382
438
$10.8K 0.01%
157
439
$10.7K 0.01%
290
+100
440
$10.3K 0.01%
33
441
$10.2K 0.01%
400
442
$10K 0.01%
218
443
$9.95K 0.01%
100
444
$9.84K 0.01%
260
-120
445
$9.84K 0.01%
141
-129
446
$9.81K 0.01%
456
447
$9.8K 0.01%
444
448
$9.63K 0.01%
77
449
$9.62K 0.01%
238
-18
450
$9.43K 0.01%
456
16 17
18
19 20