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
251
$82K 0.06%
287
252
$80.8K 0.06%
1,909
-495
253
$80K 0.06%
976
+54
254
$78.2K 0.06%
88
+60
255
$76.5K 0.06%
700
-58
256
$76.2K 0.06%
943
+31
257
$75.2K 0.06%
400
258
$74.8K 0.06%
1,151
-60
259
$74.7K 0.06%
3,029
+2,034
260
$73.8K 0.06%
2,054
-19
261
$73.6K 0.06%
798
+11
262
$72.4K 0.05%
278
263
$71.6K 0.05%
178
+2
264
$69.8K 0.05%
12,511
+139
265
$67.6K 0.05%
445
-194
266
$67.6K 0.05%
866
267
$67.4K 0.05%
115
+84
268
$66.7K 0.05%
15,686
+725
269
$66.2K 0.05%
985
-5
270
$65.3K 0.05%
343
+85
271
$63.9K 0.05%
529
+22
272
$63.8K 0.05%
641
+17
273
$63.8K 0.05%
4,436
-518
274
$63.7K 0.05%
698
+89
275
$62.9K 0.05%
5,312
+290
9 10
11
12 13