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
301
$48.9K 0.04%
4,252
+132
302
$48.6K 0.04%
1,825
303
$48.3K 0.04%
616
304
$48.2K 0.04%
249
305
$48.1K 0.04%
1,368
-219
306
$47.2K 0.04%
209
-13
307
$46.9K 0.04%
2,678
+80
308
$46.6K 0.04%
1,028
309
$45.6K 0.03%
427
310
$44.3K 0.03%
330
311
$43.5K 0.03%
+868
312
$43.3K 0.03%
2,138
313
$43.3K 0.03%
352
-24
314
$42.9K 0.03%
398
-30
315
$42.3K 0.03%
+1,699
316
$41.8K 0.03%
573
317
$41.2K 0.03%
451
318
$41.1K 0.03%
313
+67
319
$40.6K 0.03%
649
320
$38.5K 0.03%
1,151
-35
321
$38.5K 0.03%
720
-17
322
$38.1K 0.03%
500
-6
323
$38.1K 0.03%
791
324
$37.2K 0.03%
800
325
$36.8K 0.03%
537
-23
11 12
13
14 15