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
526
$4.6K ﹤0.01%
20
527
$4.59K ﹤0.01%
38
-7
528
$4.58K ﹤0.01%
+44
529
$4.57K ﹤0.01%
+61
530
$4.54K ﹤0.01%
150
531
$4.53K ﹤0.01%
25
-4
532
$4.51K ﹤0.01%
9
533
$4.48K ﹤0.01%
150
534
$4.45K ﹤0.01%
+200
535
$4.3K ﹤0.01%
22
536
$4.26K ﹤0.01%
81
537
$4.22K ﹤0.01%
+17
538
$4.2K ﹤0.01%
18
+13
539
$3.9K ﹤0.01%
+75
540
$3.89K ﹤0.01%
30
541
$3.77K ﹤0.01%
+160
542
$3.76K ﹤0.01%
50
-150
543
$3.71K ﹤0.01%
+112
544
$3.68K ﹤0.01%
+30
545
$3.64K ﹤0.01%
3,600
546
$3.6K ﹤0.01%
30
547
$3.53K ﹤0.01%
22
+15
548
$3.5K ﹤0.01%
+115
549
$3.47K ﹤0.01%
120
550
$3.46K ﹤0.01%
410
-410
20 21
22
23 24