We are live on ! Find out more
1IA

1620 Investment Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
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
+$1.25M
3
+$459K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$299K
5
ORCL icon
Oracle
ORCL
+$252K

Top Sells

1
+$3.44M
2
+$467K
3
+$410K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$380K
5
HII icon
Huntington Ingalls Industries
HII
+$325K

Sector Composition

1 Technology 13.65%
2 Financials 11.17%
3 Consumer Discretionary 7.89%
4 Healthcare 7.29%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-1
727
– –
-1
728
– –
-1
729
– –
-123
730
– –
-10
731
– –
-4
732
– –
-6
733
– –
-9
734
– –
-19
735
– –
-278
736
– –
-7
737
– –
-13
738
– –
-26
739
– –
-2
740
– –
-9,088
741
– –
-3
742
– –
-2
743
– –
-8
744
– –
-2
745
– –
-525
746
– –
-98
747
– –
0
748
– –
-10
749
– –
-3
750
– –
-2,552
27 28 29
30
31