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
126
$284K 0.22%
10,480
-540
127
$279K 0.21%
808
128
$270K 0.21%
7,956
+100
129
$269K 0.21%
4,369
-30
130
$267K 0.2%
14,290
-85
131
$265K 0.2%
9,227
+89
132
$258K 0.2%
13,542
+4,152
133
$256K 0.2%
889
+71
134
$254K 0.19%
11,487
+2,095
135
$251K 0.19%
6,110
-53
136
$251K 0.19%
4,011
+284
137
$241K 0.18%
11,662
-114
138
$221K 0.17%
4,021
-377
139
$220K 0.17%
7,876
+2
140
$219K 0.17%
916
+7
141
$218K 0.17%
4,595
-195
142
$212K 0.16%
1,054
-12
143
$211K 0.16%
690
144
$209K 0.16%
4,638
145
$199K 0.15%
22,812
-156
146
$198K 0.15%
3,212
147
$196K 0.15%
2,003
+6
148
$196K 0.15%
816
-7
149
$193K 0.15%
4,552
-2,706
150
$192K 0.15%
2,346
+10
4 5
6
7 8