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
501
$5.53K ﹤0.01%
351
502
$5.51K ﹤0.01%
100
503
$5.37K ﹤0.01%
25
504
$5.25K ﹤0.01%
38
505
$5.2K ﹤0.01%
22
-7
506
$5.17K ﹤0.01%
593
-21,522
507
$5.05K ﹤0.01%
33
-5
508
$5.04K ﹤0.01%
25
-4
509
$4.96K ﹤0.01%
18
510
$4.87K ﹤0.01%
5
511
$4.84K ﹤0.01%
200
512
$4.84K ﹤0.01%
40
-6
513
$4.82K ﹤0.01%
56
-45
514
$4.7K ﹤0.01%
9
515
$4.6K ﹤0.01%
12
-4
516
$4.59K ﹤0.01%
250
517
$4.59K ﹤0.01%
180
518
$4.58K ﹤0.01%
61
519
$4.53K ﹤0.01%
25
-5
520
$4.51K ﹤0.01%
150
521
$4.45K ﹤0.01%
293
522
$4.12K ﹤0.01%
115
523
$4.08K ﹤0.01%
160
524
$4.06K ﹤0.01%
13
-5
525
$3.99K ﹤0.01%
150
19 20
21
22 23