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
426
$13.1K 0.01%
1,100
427
$12.8K 0.01%
370
+5
428
$12.5K 0.01%
255
429
$12.4K 0.01%
124
430
$12.1K 0.01%
+620
431
$12.1K 0.01%
1,200
432
$11.7K 0.01%
6
433
$11.7K 0.01%
46
-11
434
$11.6K 0.01%
479
435
$11.4K 0.01%
450
436
$11.3K 0.01%
74
-15
437
$11.3K 0.01%
132
-60
438
$11.3K 0.01%
131
-45
439
$11.2K 0.01%
480
+240
440
$11K 0.01%
379
441
$10.9K 0.01%
44
+11
442
$10.8K 0.01%
218
-70
443
$10.6K 0.01%
+101
444
$10.6K 0.01%
140
445
$10.5K 0.01%
317
446
$10.5K 0.01%
1,000
447
$10.4K 0.01%
98
448
$10.3K 0.01%
444
449
$10.2K 0.01%
256
450
$10.2K 0.01%
+400
16 17
18
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