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
276
$62.6K 0.05%
3,109
+40
277
$61K 0.05%
+1,231
278
$59.8K 0.05%
229
+3
279
$59.7K 0.05%
2,491
-343
280
$59.6K 0.05%
2,295
+675
281
$58.7K 0.04%
466
-28
282
$58.6K 0.04%
1,595
+53
283
$58.5K 0.04%
845
-30
284
$58.3K 0.04%
350
-154
285
$57.5K 0.04%
924
+40
286
$57.1K 0.04%
200
287
$56.7K 0.04%
+1,150
288
$56.4K 0.04%
1,594
+2
289
$56.1K 0.04%
168
-2
290
$56K 0.04%
1,078
-570
291
$52.3K 0.04%
1,434
+130
292
$52.2K 0.04%
180
+7
293
$52K 0.04%
584
+35
294
$51.7K 0.04%
740
-90
295
$50.9K 0.04%
519
-600
296
$50.6K 0.04%
475
297
$50.2K 0.04%
663
-14
298
$49.8K 0.04%
217
-219
299
$49.7K 0.04%
3,000
300
$49.4K 0.04%
144
10 11
12
13 14