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
576
$1.92K ﹤0.01%
13
577
$1.92K ﹤0.01%
2
578
$1.89K ﹤0.01%
187
579
$1.88K ﹤0.01%
4
+3
580
$1.86K ﹤0.01%
31
581
$1.81K ﹤0.01%
8
582
$1.79K ﹤0.01%
5
583
$1.77K ﹤0.01%
95
584
$1.76K ﹤0.01%
176
585
$1.72K ﹤0.01%
100
+54
586
$1.69K ﹤0.01%
80
587
$1.69K ﹤0.01%
50
588
$1.66K ﹤0.01%
50
+40
589
$1.6K ﹤0.01%
10
590
$1.59K ﹤0.01%
24
591
$1.58K ﹤0.01%
92
592
$1.53K ﹤0.01%
3
593
$1.52K ﹤0.01%
80
594
$1.48K ﹤0.01%
6
595
$1.46K ﹤0.01%
14
596
$1.46K ﹤0.01%
9
597
$1.43K ﹤0.01%
15
598
$1.41K ﹤0.01%
20
599
$1.41K ﹤0.01%
28
+2
600
$1.39K ﹤0.01%
16
22 23
24
25 26