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
601
$1.38K ﹤0.01%
3
602
$1.37K ﹤0.01%
6
603
$1.31K ﹤0.01%
65
604
$1.29K ﹤0.01%
2
605
$1.28K ﹤0.01%
17
606
$1.28K ﹤0.01%
7
607
$1.28K ﹤0.01%
100
608
$1.26K ﹤0.01%
31
609
$1.26K ﹤0.01%
82
610
$1.24K ﹤0.01%
15
611
$1.23K ﹤0.01%
5
612
$1.21K ﹤0.01%
80
613
$1.2K ﹤0.01%
60
614
$1.19K ﹤0.01%
+25
615
$1.18K ﹤0.01%
5
616
$1.18K ﹤0.01%
25
617
$1.12K ﹤0.01%
75
618
$1.1K ﹤0.01%
9
619
$1.07K ﹤0.01%
2
620
$1.06K ﹤0.01%
7
621
$1.06K ﹤0.01%
+65
622
$1.06K ﹤0.01%
8
623
$1.06K ﹤0.01%
4
624
$992 ﹤0.01%
6
625
$980 ﹤0.01%
4
23 24
25
26 27