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
476
$8.16K 0.01%
90
-672
477
$8.03K 0.01%
100
478
$7.99K 0.01%
190
479
$7.92K 0.01%
+50
480
$7.88K 0.01%
130
-8
481
$7.85K 0.01%
+50
482
$7.74K 0.01%
76
-28
483
$7.66K 0.01%
+450
484
$7.55K 0.01%
97
485
$7.54K 0.01%
218
-40
486
$7.5K 0.01%
39
487
$7.47K 0.01%
22
488
$7.43K 0.01%
206
489
$7.34K 0.01%
333
490
$7.33K 0.01%
58
-138
491
$7.12K 0.01%
61
-18
492
$7.07K 0.01%
16
493
$7.06K 0.01%
56
+22
494
$7.05K 0.01%
27
-12
495
$7.02K 0.01%
351
496
$6.86K 0.01%
76
497
$6.78K 0.01%
+373
498
$6.78K 0.01%
536
499
$6.75K 0.01%
+350
500
$6.71K 0.01%
245
18 19
20
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