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
601
$1.4K ﹤0.01%
3
602
$1.4K ﹤0.01%
+80
603
$1.39K ﹤0.01%
+31
604
$1.38K ﹤0.01%
6
605
$1.37K ﹤0.01%
65
606
$1.36K ﹤0.01%
2
607
$1.33K ﹤0.01%
+15
608
$1.29K ﹤0.01%
6
609
$1.27K ﹤0.01%
14
+7
610
$1.27K ﹤0.01%
+100
611
$1.23K ﹤0.01%
9
612
$1.22K ﹤0.01%
4
613
$1.2K ﹤0.01%
9
-10
614
$1.2K ﹤0.01%
6
615
$1.19K ﹤0.01%
+15
616
$1.18K ﹤0.01%
9
-349
617
$1.16K ﹤0.01%
16
618
$1.16K ﹤0.01%
4
619
$1.16K ﹤0.01%
25
620
$1.13K ﹤0.01%
2
621
$1.12K ﹤0.01%
75
622
$1.11K ﹤0.01%
15
623
$1.09K ﹤0.01%
5
624
$1.08K ﹤0.01%
5
625
$1.04K ﹤0.01%
60
23 24
25
26 27