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
551
$2.93K ﹤0.01%
17
552
$2.89K ﹤0.01%
8
553
$2.82K ﹤0.01%
29
-15
554
$2.81K ﹤0.01%
+30
555
$2.67K ﹤0.01%
+56
556
$2.65K ﹤0.01%
30
557
$2.63K ﹤0.01%
5
558
$2.58K ﹤0.01%
33
559
$2.52K ﹤0.01%
120
560
$2.51K ﹤0.01%
40
+15
561
$2.5K ﹤0.01%
+38
562
$2.49K ﹤0.01%
225
563
$2.47K ﹤0.01%
15
-7
564
$2.47K ﹤0.01%
16
565
$2.36K ﹤0.01%
333
566
$2.33K ﹤0.01%
14
-1,994
567
$2.31K ﹤0.01%
25
568
$2.28K ﹤0.01%
3,600
569
– –
0
570
$2.22K ﹤0.01%
13
571
$2.21K ﹤0.01%
20
572
$2.16K ﹤0.01%
85
573
$2.08K ﹤0.01%
4
574
$2.01K ﹤0.01%
3
575
$1.93K ﹤0.01%
10
21 22
23
24 25