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
451
$9.33K 0.01%
40
-4
452
$9.24K 0.01%
55
453
$9.14K 0.01%
117
454
$9.01K 0.01%
112
455
$8.96K 0.01%
143
456
$8.94K 0.01%
833
457
$8.68K 0.01%
29
458
$8.67K 0.01%
145
459
$8.46K 0.01%
132
460
$8.23K 0.01%
54
-20
461
$8.2K 0.01%
435
462
$8.18K 0.01%
100
463
$8.16K 0.01%
78
-70
464
$8.06K 0.01%
39
465
$7.96K 0.01%
270
466
$7.92K 0.01%
338
467
$7.89K 0.01%
130
468
$7.83K 0.01%
1,000
469
$7.62K 0.01%
76
470
$7.6K 0.01%
245
471
$7.45K 0.01%
206
472
$7.43K 0.01%
97
473
$7.41K 0.01%
22
474
$7.35K 0.01%
46
475
$7.34K 0.01%
61
17 18
19
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