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
151
$189K 0.14%
229
-12
152
$185K 0.14%
2,097
+124
153
$182K 0.14%
1,378
-11
154
$180K 0.14%
1,435
-8
155
$178K 0.14%
2,723
+52
156
$172K 0.13%
639
157
$170K 0.13%
657
-21
158
$167K 0.13%
683
+7
159
$166K 0.13%
2,929
-68
160
$166K 0.13%
4,202
-55
161
$162K 0.12%
965
+32
162
$161K 0.12%
3,628
+210
163
$158K 0.12%
6,871
+230
164
$156K 0.12%
3,996
+472
165
$152K 0.12%
953
+27
166
$146K 0.11%
1,527
-15
167
$145K 0.11%
2,146
-101
168
$144K 0.11%
2,128
169
$143K 0.11%
1,249
-74
170
$142K 0.11%
2,594
-7
171
$142K 0.11%
2,304
+656
172
$141K 0.11%
825
173
$139K 0.11%
1,276
174
$139K 0.11%
1,422
+20
175
$139K 0.11%
2,092
+161
5 6
7
8 9