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
51
$684K 0.52%
19,619
+338
52
$666K 0.51%
3,503
+73
53
$661K 0.51%
58,928
-801
54
$661K 0.51%
8,562
+88
55
$653K 0.5%
5,494
-8
56
$650K 0.5%
32,856
+474
57
$635K 0.49%
7,929
+44
58
$628K 0.48%
13,951
+208
59
$622K 0.48%
28,908
-466
60
$618K 0.47%
2,339
+68
61
$610K 0.47%
6,179
-57
62
$608K 0.47%
6,762
+232
63
$605K 0.46%
31,473
-217
64
$596K 0.46%
6,785
+8
65
$587K 0.45%
2,535
+29
66
$573K 0.44%
5,771
-109
67
$564K 0.43%
73,021
+378
68
$560K 0.43%
3,285
-1,365
69
$553K 0.42%
11,427
-304
70
$551K 0.42%
13,976
+72
71
$543K 0.42%
2,458
-37
72
$539K 0.41%
11,775
-12,005
73
$522K 0.4%
45,549
-486
74
$521K 0.4%
26,799
+376
75
$517K 0.4%
30,236
-444
1 2
3
4 5