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
676
$39 ﹤0.01%
8
+5
677
$31 ﹤0.01%
10
678
$10 ﹤0.01%
+2
679
$9 ﹤0.01%
+9
680
$0 ﹤0.01%
25
681
– –
-1,000
682
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-1,615
683
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-1,831
684
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-452
685
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-373
686
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-2
687
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-400
688
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-76
689
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0
690
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-19
691
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692
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693
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694
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695
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-7
696
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-2,047
697
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698
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0
699
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-45
700
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-1
26 27
28
29 30