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
651
$746 ﹤0.01%
7
-41
652
$739 ﹤0.01%
2
653
$738 ﹤0.01%
17
654
$696 ﹤0.01%
13
-400
655
$678 ﹤0.01%
8
656
$676 ﹤0.01%
40
657
$670 ﹤0.01%
12
658
$653 ﹤0.01%
16
659
$630 ﹤0.01%
+7
660
$627 ﹤0.01%
1
661
$572 ﹤0.01%
+4
662
$557 ﹤0.01%
26
663
$535 ﹤0.01%
1,000
664
$525 ﹤0.01%
43
665
$511 ﹤0.01%
1
-5
666
$510 ﹤0.01%
3
667
$496 ﹤0.01%
9
668
$452 ﹤0.01%
50
669
$450 ﹤0.01%
+25
670
$388 ﹤0.01%
11
-13
671
$372 ﹤0.01%
10
672
$341 ﹤0.01%
10
673
$280 ﹤0.01%
26
674
$235 ﹤0.01%
+10
675
$231 ﹤0.01%
+88
25 26
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