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
451
$10.2K 0.01%
55
+25
452
$10.1K 0.01%
166
453
$9.98K 0.01%
117
454
$9.91K 0.01%
100
-35
455
$9.9K 0.01%
164
+100
456
$9.85K 0.01%
161
457
$9.83K 0.01%
130
-1,284
458
$9.6K 0.01%
456
459
$9.57K 0.01%
33
-286
460
$9.42K 0.01%
456
461
$9.39K 0.01%
1,831
+500
462
$9.25K 0.01%
145
-600
463
$9.18K 0.01%
143
+45
464
$8.95K 0.01%
+20
465
$8.91K 0.01%
375
466
$8.84K 0.01%
201
+140
467
$8.8K 0.01%
833
+55
468
$8.78K 0.01%
77
-3
469
$8.74K 0.01%
+338
470
$8.73K 0.01%
112
-59
471
$8.68K 0.01%
29
-2
472
$8.53K 0.01%
+630
473
$8.34K 0.01%
435
-230
474
$8.28K 0.01%
179
475
$8.26K 0.01%
+270
17 18
19
20 21