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
76
$517K 0.4%
3,086
-1,118
77
$504K 0.39%
3,542
+47
78
$504K 0.39%
6,120
+118
79
$501K 0.38%
5,682
+4,437
80
$498K 0.38%
2,715
+268
81
$491K 0.38%
8,758
+83
82
$482K 0.37%
19,371
+13,845
83
$481K 0.37%
6,835
-306
84
$479K 0.37%
2,207
-11
85
$474K 0.36%
18,720
+629
86
$465K 0.36%
6,314
+12
87
$464K 0.36%
+9,121
88
$457K 0.35%
2,759
+45
89
$456K 0.35%
3,440
+36
90
$451K 0.35%
4,738
+55
91
$451K 0.35%
13,216
+53
92
$450K 0.34%
2,907
+138
93
$449K 0.34%
14,381
+120
94
$449K 0.34%
5,430
95
$444K 0.34%
3,220
+15
96
$443K 0.34%
3,171
+123
97
$433K 0.33%
5,804
+1,085
98
$427K 0.33%
2,057
+41
99
$417K 0.32%
2,443
-303
100
$413K 0.32%
4,861
+26
2 3
4
5 6