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
176
$138K 0.11%
788
+2
177
$137K 0.11%
9,743
-80
178
$135K 0.1%
4,404
-1,187
179
$135K 0.1%
7,449
+2,681
180
$131K 0.1%
11,799
+826
181
$129K 0.1%
1,764
+1,600
182
$128K 0.1%
1,530
+867
183
$128K 0.1%
1,458
-12
184
$127K 0.1%
2,099
+24
185
$126K 0.1%
8,251
-532
186
$126K 0.1%
240
-5
187
$124K 0.1%
1,165
-29
188
$123K 0.09%
3,443
+2,789
189
$121K 0.09%
1,394
+278
190
$120K 0.09%
388
+5
191
$119K 0.09%
3,835
+163
192
$119K 0.09%
2,720
193
$119K 0.09%
819
194
$118K 0.09%
1,861
+62
195
$116K 0.09%
1,497
-5,190
196
$115K 0.09%
1,771
+38
197
$115K 0.09%
1,434
+431
198
$111K 0.08%
1,138
199
$110K 0.08%
2,415
+155
200
$109K 0.08%
385
+378
6 7
8
9 10