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
626
$977 ﹤0.01%
3
627
$969 ﹤0.01%
15
628
$945 ﹤0.01%
700
629
$923 ﹤0.01%
15
630
$895 ﹤0.01%
2
631
$865 ﹤0.01%
8
632
$864 ﹤0.01%
4
633
$835 ﹤0.01%
4
634
$826 ﹤0.01%
3
635
$811 ﹤0.01%
+26
636
$807 ﹤0.01%
11
637
$807 ﹤0.01%
13
638
$779 ﹤0.01%
10
639
$777 ﹤0.01%
12
640
$749 ﹤0.01%
+8
641
$738 ﹤0.01%
7
642
$732 ﹤0.01%
50
643
$730 ﹤0.01%
250
-39
644
$728 ﹤0.01%
40
-6
645
$684 ﹤0.01%
17
646
$572 ﹤0.01%
+150
647
$568 ﹤0.01%
7
648
$532 ﹤0.01%
+200
649
$528 ﹤0.01%
50
650
$527 ﹤0.01%
+100
24 25
26
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