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
676
$210 ﹤0.01%
+24
677
$183 ﹤0.01%
12
-11,356
678
$182 ﹤0.01%
+35
679
$180 ﹤0.01%
+11
680
$157 ﹤0.01%
+3
681
$126 ﹤0.01%
9
682
$113 ﹤0.01%
23
-10,896
683
$112 ﹤0.01%
+15
684
$108 ﹤0.01%
+3
685
$91 ﹤0.01%
+11
686
$73 ﹤0.01%
+3
687
$70 ﹤0.01%
+1
688
$52 ﹤0.01%
+3
689
$46 ﹤0.01%
2
690
– –
0
691
$38 ﹤0.01%
+10
692
$30 ﹤0.01%
+3
693
– –
0
694
– –
-31
695
– –
-5,150
696
– –
-29
697
– –
-450
698
$0 ﹤0.01%
25
699
– –
-1,373
700
– –
-38
26 27
28
29 30