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
26
$1.03M 0.79%
11,245
-6
27
$985K 0.75%
8,832
+22
28
$979K 0.75%
3,939
-1,401
29
$918K 0.7%
41,431
+734
30
$918K 0.7%
5,859
+107
31
$861K 0.66%
14,412
-88
32
$843K 0.64%
13,815
+117
33
$839K 0.64%
1,576
+5
34
$834K 0.64%
19,380
+144
35
$824K 0.63%
5,658
-8
36
$812K 0.62%
2,988
-192
37
$798K 0.61%
11,755
+214
38
$797K 0.61%
15,146
+75
39
$795K 0.61%
27,875
-343
40
$794K 0.61%
2,166
-12
41
$747K 0.57%
4,980
+62
42
$734K 0.56%
25,947
-214
43
$720K 0.55%
6,225
+102
44
$716K 0.55%
9,738
+64
45
$713K 0.55%
17,491
+375
46
$708K 0.54%
5,066
+62
47
$705K 0.54%
19,645
+208
48
$702K 0.54%
6,261
+76
49
$695K 0.53%
7,918
+348
50
$684K 0.52%
7,774
+683
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