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
51
$684K 0.52%
7,570
+228
52
$673K 0.51%
11,731
+183
53
$667K 0.51%
15,071
+219
54
$658K 0.5%
29,374
-665
55
$658K 0.5%
7,091
+864
56
$656K 0.5%
72,643
+2,775
57
$637K 0.48%
31,690
+58
58
$634K 0.48%
9,674
+28
59
$622K 0.47%
7,885
-25
60
$616K 0.47%
19,281
+547
61
$616K 0.47%
19,437
+59
62
$614K 0.47%
32,382
-1,611
63
$610K 0.46%
13,743
+1,498
64
$597K 0.45%
8,474
+34
65
$596K 0.45%
26,161
+421
66
$592K 0.45%
5,502
-518
67
$590K 0.45%
5,880
+112
68
$585K 0.44%
2,222
-16
69
$576K 0.44%
2,495
-33
70
$571K 0.43%
6,185
+338
71
$565K 0.43%
6,687
-7
72
$547K 0.41%
30,680
-498
73
$547K 0.41%
2,271
+57
74
$544K 0.41%
26,423
-8
75
$541K 0.41%
2,447
+45
1 2
3
4 5