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
326
$36.2K 0.03%
385
327
$35.7K 0.03%
231
-83
328
$35.3K 0.03%
106
-36
329
$35.1K 0.03%
708
330
$34.6K 0.03%
185
331
$34.6K 0.03%
55
332
$33.5K 0.03%
888
333
$33.3K 0.03%
+1,933
334
$32.8K 0.02%
140
+11
335
$31.8K 0.02%
1,640
336
$31.6K 0.02%
180
-8
337
$30.9K 0.02%
545
338
$30.5K 0.02%
1,165
-395
339
$30.3K 0.02%
325
340
$30K 0.02%
676
341
$29.9K 0.02%
+87
342
$29.8K 0.02%
971
343
$29.8K 0.02%
1,103
+145
344
$29.5K 0.02%
275
345
$29.1K 0.02%
305
-200
346
$29.1K 0.02%
1,150
+190
347
$28.9K 0.02%
805
348
$28.7K 0.02%
946
+70
349
$28.6K 0.02%
87
-39
350
$28.4K 0.02%
600
12 13
14
15 16