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
$132M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.03M
3
+$432K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$293K
5
BMY icon
Bristol-Myers Squibb
BMY
+$249K

Top Sells

1
+$3.44M
2
+$434K
3
+$390K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$372K
5
HII icon
Huntington Ingalls Industries
HII
+$325K

Sector Composition

1 Technology 13.65%
2 Financials 9.03%
3 Consumer Discretionary 7.89%
4 Healthcare 7.24%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94.9K 0.07%
5,680
-1
227
$94.3K 0.07%
1,434
+86
228
$93.9K 0.07%
2,260
+130
229
$93.9K 0.07%
1,116
+10
230
$93.6K 0.07%
4,667
-9,008
231
$92.9K 0.07%
1,209
-45
232
$92.5K 0.07%
2,556
+2,169
233
$91K 0.07%
288
-10
234
$91K 0.07%
1,200
235
$90.6K 0.07%
1,960
-65
236
$90.5K 0.07%
1,615
-149
237
$89.5K 0.07%
612
-20
238
$89.2K 0.07%
2,480
+52
239
$88.4K 0.07%
2,751
+137
240
$88K 0.07%
884
+1
241
$87.1K 0.07%
1,162
+14
242
$86.5K 0.07%
2,256
-72
243
$85.6K 0.06%
1,409
+1
244
$85K 0.06%
2,288
-79
245
$84.7K 0.06%
163
246
$84.5K 0.06%
+13,983
247
$84.1K 0.06%
728
+337
248
$83.1K 0.06%
759
+129
249
$82.6K 0.06%
88
250
$82.1K 0.06%
3,075
+81
8 9
10
11 12