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
376
$22.2K 0.02%
21
377
$22K 0.02%
671
-40
378
$21.5K 0.02%
+424
379
$21.5K 0.02%
58
-17
380
$20.6K 0.02%
458
-152
381
$20.3K 0.02%
813
-350
382
$20.1K 0.02%
421
-350
383
$20.1K 0.02%
400
384
$20K 0.02%
262
+45
385
$19.9K 0.02%
1,350
+115
386
$19.7K 0.02%
1,413
+732
387
$19.7K 0.01%
631
-10
388
$19.6K 0.01%
275
-87
389
$19.6K 0.01%
145
+110
390
$19.5K 0.01%
2,476
+350
391
$19.1K 0.01%
87
+25
392
$18.8K 0.01%
218
+4
393
$18.8K 0.01%
147
394
$18.7K 0.01%
992
-35
395
$18.5K 0.01%
286
-1,141
396
$18.4K 0.01%
520
397
$17.6K 0.01%
104
398
$17.6K 0.01%
649
399
$17.6K 0.01%
250
+77
400
$17.4K 0.01%
741
14 15
16
17 18