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
526
$3.96K ﹤0.01%
50
527
$3.94K ﹤0.01%
20
528
$3.85K ﹤0.01%
30
529
$3.78K ﹤0.01%
120
530
$3.74K ﹤0.01%
16
-11
531
$3.72K ﹤0.01%
75
532
$3.65K ﹤0.01%
200
533
$3.65K ﹤0.01%
39
534
$3.42K ﹤0.01%
410
535
$3.42K ﹤0.01%
30
536
$3.41K ﹤0.01%
112
537
$3.39K ﹤0.01%
30
538
$3.34K ﹤0.01%
270
-266
539
$3.27K ﹤0.01%
32
540
$3.25K ﹤0.01%
45
-5
541
$3.25K ﹤0.01%
22
542
$3.23K ﹤0.01%
+20
543
$3.17K ﹤0.01%
33
-29
544
$3.09K ﹤0.01%
26
545
$3.07K ﹤0.01%
6
-1,024
546
$3.04K ﹤0.01%
59
-22
547
$2.98K ﹤0.01%
22
548
$2.96K ﹤0.01%
68
-17
549
$2.95K ﹤0.01%
8
550
$2.95K ﹤0.01%
50
20 21
22
23 24