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
76
$541K 0.41%
6,302
+176
77
$538K 0.41%
2,506
+122
78
$527K 0.4%
13,904
+475
79
$524K 0.4%
2,769
+19
80
$522K 0.4%
6,530
+288
81
$508K 0.38%
3,048
+1,419
82
$507K 0.38%
6,002
+186
83
$500K 0.38%
2,746
+120
84
$499K 0.38%
46,035
+960
85
$483K 0.37%
1,030
-16
86
$480K 0.36%
18,091
-1,093
87
$474K 0.36%
7,258
+20
88
$467K 0.35%
8,675
+273
89
$467K 0.35%
7,141
-61
90
$458K 0.35%
3,495
+32
91
$457K 0.35%
2,218
+75
92
$445K 0.34%
5,430
-290
93
$441K 0.33%
907
+61
94
$440K 0.33%
14,261
-40
95
$432K 0.33%
+33,846
96
$429K 0.33%
2,735
+50
97
$417K 0.32%
4,835
+123
98
$416K 0.32%
19,401
+40
99
$414K 0.31%
13,514
+257
100
$413K 0.31%
13,163
+288
2 3
4
5 6