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
26
$1.06M 0.8%
3,180
+25
27
$1.03M 0.78%
11,430
+332
28
$1.03M 0.78%
+4,650
29
$1.01M 0.77%
25,257
-3,461
30
$975K 0.74%
4,204
+299
31
$926K 0.7%
11,251
+158
32
$891K 0.68%
40,697
+1,089
33
$891K 0.68%
5,752
+211
34
$863K 0.65%
5,004
+20
35
$857K 0.65%
8,810
+27
36
$847K 0.64%
2,178
+38
37
$808K 0.61%
19,236
+214
38
$790K 0.6%
5,666
+114
39
$787K 0.6%
6,777
-138
40
$785K 0.59%
14,500
-587
41
$775K 0.59%
13,698
+4,407
42
$773K 0.59%
28,218
+507
43
$753K 0.57%
6,123
-46
44
$752K 0.57%
3,430
+57
45
$748K 0.57%
4,918
-2,851
46
$712K 0.54%
1,571
-158
47
$704K 0.53%
17,116
-102
48
$694K 0.53%
6,236
+108
49
$689K 0.52%
11,541
+257
50
$689K 0.52%
59,729
-2,642
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2
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