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
1
$4.26M 3.26%
128,238
+4,996
2
$3.12M 2.39%
106,672
+6,942
3
$3.11M 2.38%
32,625
+1,131
4
$3.05M 2.33%
38,611
+1,195
5
$2.8M 2.14%
91,226
+2,182
6
$2.54M 1.95%
10,368
-39
7
$2.36M 1.81%
45,137
+4,604
8
$2.34M 1.79%
87,108
+3,025
9
$2.29M 1.75%
18,809
-73
10
$2.15M 1.65%
9,691
-49
11
$2.11M 1.61%
60,164
+1,961
12
$1.99M 1.53%
18,885
-375
13
$1.87M 1.43%
35,689
+8,552
14
$1.64M 1.25%
40,690
+785
15
$1.6M 1.23%
12,101
-9
16
$1.59M 1.21%
4,227
-675
17
$1.57M 1.2%
7,490
+59
18
$1.44M 1.1%
49,789
+392
19
$1.3M 0.99%
7,763
-39
20
$1.28M 0.98%
28,019
-320
21
$1.23M 0.94%
54,774
+2,615
22
$1.19M 0.91%
7,164
-96
23
$1.18M 0.91%
27,488
+1,122
24
$1.15M 0.88%
25,270
+13
25
$1.09M 0.83%
11,790
+360
1
2 3 4 5