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
101
$409K 0.31%
16,521
+2,107
102
$407K 0.31%
13,811
+297
103
$404K 0.31%
33,772
-74
104
$404K 0.31%
13,801
+43
105
$394K 0.3%
4,354
-8
106
$389K 0.3%
2,704
-31
107
$388K 0.3%
18,510
-355
108
$387K 0.3%
198
-5
109
$368K 0.28%
21,332
+395
110
$357K 0.27%
1,209
+31
111
$351K 0.27%
4,678
+105
112
$340K 0.26%
10,059
+21
113
$338K 0.26%
1,239
-983
114
$336K 0.26%
5,200
-35
115
$336K 0.26%
676
+5
116
$328K 0.25%
14,370
+65
117
$327K 0.25%
5,673
-30
118
$322K 0.25%
14,140
-120
119
$319K 0.24%
1,775
+140
120
$317K 0.24%
7,745
+32
121
$311K 0.24%
942
-16
122
$309K 0.24%
19,904
+503
123
$301K 0.23%
11,613
+450
124
$300K 0.23%
5,551
-133
125
$297K 0.23%
13,220
+675
3 4
5
6 7