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
651
$498 ﹤0.01%
25
652
$479 ﹤0.01%
+25
653
$407 ﹤0.01%
11
654
$397 ﹤0.01%
4
655
$334 ﹤0.01%
10
656
$272 ﹤0.01%
+26
657
$245 ﹤0.01%
10
658
$230 ﹤0.01%
50
659
$226 ﹤0.01%
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660
$188 ﹤0.01%
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661
$185 ﹤0.01%
3
662
$157 ﹤0.01%
11
663
$151 ﹤0.01%
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664
$127 ﹤0.01%
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665
$106 ﹤0.01%
+1
666
$103 ﹤0.01%
35
667
$101 ﹤0.01%
3
668
$97 ﹤0.01%
9
669
$83 ﹤0.01%
15
670
$79 ﹤0.01%
+16
671
$69 ﹤0.01%
11
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$51 ﹤0.01%
+7
673
$50 ﹤0.01%
1
674
$49 ﹤0.01%
3
675
$45 ﹤0.01%
2
25 26
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28 29