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
576
$2.06K ﹤0.01%
3
577
$2.06K ﹤0.01%
187
578
$2.06K ﹤0.01%
+80
579
$2.03K ﹤0.01%
4
-296
580
$1.88K ﹤0.01%
10
581
$1.87K ﹤0.01%
+13
582
$1.86K ﹤0.01%
95
583
$1.86K ﹤0.01%
13
+6
584
$1.86K ﹤0.01%
80
585
$1.83K ﹤0.01%
17
+1
586
$1.81K ﹤0.01%
82
587
$1.78K ﹤0.01%
20
-26
588
$1.74K ﹤0.01%
176
-993
589
$1.73K ﹤0.01%
5
590
$1.71K ﹤0.01%
10
591
$1.69K ﹤0.01%
+24
592
$1.68K ﹤0.01%
8
593
$1.62K ﹤0.01%
31
+21
594
$1.6K ﹤0.01%
3
595
$1.57K ﹤0.01%
26
+6
596
$1.51K ﹤0.01%
19
-125
597
$1.49K ﹤0.01%
+20
598
$1.48K ﹤0.01%
+50
599
$1.42K ﹤0.01%
7
-11
600
$1.41K ﹤0.01%
7
22 23
24
25 26