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
401
$17.3K 0.01%
170
402
$17.2K 0.01%
+654
403
$17.1K 0.01%
41
404
$17.1K 0.01%
148
405
$17K 0.01%
342
406
$16.9K 0.01%
130
407
$16.7K 0.01%
31
408
$15.2K 0.01%
+157
409
$15.1K 0.01%
211
-7
410
$14.6K 0.01%
299
411
$14.5K 0.01%
380
412
$14.5K 0.01%
300
413
$14.4K 0.01%
289
414
$14.4K 0.01%
+250
415
$14.3K 0.01%
381
+10
416
$14.2K 0.01%
71
-15
417
$14.2K 0.01%
+282
418
$13.9K 0.01%
3,382
+158
419
$13.9K 0.01%
555
-125
420
$13.8K 0.01%
337
421
$13.7K 0.01%
156
422
$13.6K 0.01%
250
423
$13.5K 0.01%
681
424
$13.5K 0.01%
1,590
425
$13.2K 0.01%
1,404
+109
15 16
17
18 19