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
501
$6.67K 0.01%
29
-200
502
$6.47K ﹤0.01%
+29
503
$6.35K ﹤0.01%
380
504
$6.3K ﹤0.01%
226
505
$6.23K ﹤0.01%
18
506
$6.15K ﹤0.01%
46
507
$6.12K ﹤0.01%
46
-5
508
$6.07K ﹤0.01%
61
-4
509
$5.83K ﹤0.01%
118
510
$5.8K ﹤0.01%
21
511
$5.7K ﹤0.01%
62
512
$5.69K ﹤0.01%
30
-8
513
$5.68K ﹤0.01%
38
514
$5.68K ﹤0.01%
50
515
$5.55K ﹤0.01%
59
-8
516
$5.54K ﹤0.01%
100
517
$5.54K ﹤0.01%
46
+35
518
$5.5K ﹤0.01%
60
519
$5.27K ﹤0.01%
5
+4
520
$5.16K ﹤0.01%
85
+50
521
$4.85K ﹤0.01%
293
522
$4.84K ﹤0.01%
200
523
$4.77K ﹤0.01%
180
524
$4.73K ﹤0.01%
+250
525
$4.65K ﹤0.01%
300
19 20
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