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
551
$3.4K ﹤0.01%
26
+20
552
$3.34K ﹤0.01%
39
553
$3.31K ﹤0.01%
270
554
$3.21K ﹤0.01%
8
555
$3.14K ﹤0.01%
25
556
$2.98K ﹤0.01%
+225
557
$2.97K ﹤0.01%
5
558
$2.91K ﹤0.01%
+22
559
$2.9K ﹤0.01%
45
560
$2.9K ﹤0.01%
92
+29
561
$2.9K ﹤0.01%
32
562
$2.74K ﹤0.01%
8
-1
563
$2.74K ﹤0.01%
22
-22
564
$2.7K ﹤0.01%
7
-3
565
$2.68K ﹤0.01%
+30
566
$2.63K ﹤0.01%
120
567
$2.62K ﹤0.01%
50
568
$2.55K ﹤0.01%
2
569
$2.44K ﹤0.01%
33
+16
570
– –
0
571
$2.4K ﹤0.01%
19
572
$2.3K ﹤0.01%
13
-204
573
$2.24K ﹤0.01%
+16
574
$2.2K ﹤0.01%
+25
575
$2.14K ﹤0.01%
+85
21 22
23
24 25