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
626
$1.01K ﹤0.01%
2
627
$1.01K ﹤0.01%
9
628
$986 ﹤0.01%
6
629
$978 ﹤0.01%
4
630
$973 ﹤0.01%
700
631
$967 ﹤0.01%
46
632
$935 ﹤0.01%
7
633
$933 ﹤0.01%
3
634
$907 ﹤0.01%
6
635
$883 ﹤0.01%
4
636
$879 ﹤0.01%
2
637
$872 ﹤0.01%
+50
638
$856 ﹤0.01%
4
639
$850 ﹤0.01%
4
640
$839 ﹤0.01%
5
641
$820 ﹤0.01%
3
642
$818 ﹤0.01%
+10
643
$815 ﹤0.01%
+50
644
$805 ﹤0.01%
8
-38
645
$802 ﹤0.01%
11
+1
646
$801 ﹤0.01%
1
647
$790 ﹤0.01%
13
648
$766 ﹤0.01%
+13
649
$763 ﹤0.01%
7
650
$751 ﹤0.01%
15
24 25
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