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
201
$109K 0.08%
1,003
+999
202
$109K 0.08%
243
-664
203
$107K 0.08%
4,772
204
$107K 0.08%
1,337
-28
205
$107K 0.08%
1,089
-370
206
$107K 0.08%
220
207
$105K 0.08%
1,040
-395
208
$103K 0.08%
1,200
209
$103K 0.08%
927
-6
210
$102K 0.08%
929
-8
211
$101K 0.08%
1,209
212
$101K 0.08%
1,428
-6
213
$101K 0.08%
2,948
+197
214
$100K 0.08%
497
+12
215
$100K 0.08%
2,045
-85
216
$97.9K 0.08%
1,395
+28
217
$97K 0.07%
1,444
218
$96.7K 0.07%
276
-12
219
$96.4K 0.07%
816
+88
220
$96.2K 0.07%
2,480
221
$96.1K 0.07%
163
222
$95.3K 0.07%
2,280
+24
223
$95K 0.07%
5,880
+200
224
$94.7K 0.07%
1,011
-80
225
$94.5K 0.07%
1,890
+1,022
7 8
9
10 11