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
351
$28.2K 0.02%
436
352
$27.8K 0.02%
407
-35
353
$27.5K 0.02%
1,320
-130
354
$27.4K 0.02%
140
355
$27.1K 0.02%
30
356
$26.3K 0.02%
510
-165
357
$26.2K 0.02%
2,727
358
$26K 0.02%
909
359
$25.9K 0.02%
925
360
$25.8K 0.02%
1,015
361
$25.8K 0.02%
49
-10
362
$25.3K 0.02%
330
-45
363
$25.3K 0.02%
43
364
$25.1K 0.02%
259
365
$24.8K 0.02%
1,474
+100
366
$24.6K 0.02%
672
367
$24.3K 0.02%
1,408
-2,094
368
$24K 0.02%
41
369
$23.9K 0.02%
292
370
$23.4K 0.02%
960
+260
371
$23.3K 0.02%
806
372
$23K 0.02%
240
-10
373
$22.9K 0.02%
950
374
$22.9K 0.02%
610
375
$22.3K 0.02%
405
-160
13 14
15
16 17