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
101
$410K 0.31%
18,865
-506
102
$397K 0.3%
4,683
+162
103
$392K 0.3%
2,714
+15
104
$388K 0.29%
4,362
-20
105
$385K 0.29%
3,404
-312
106
$379K 0.29%
3,205
+149
107
$379K 0.29%
5,684
-143
108
$376K 0.29%
2,016
+181
109
$371K 0.28%
20,937
+879
110
$370K 0.28%
14,414
+887
111
$369K 0.28%
13,758
-1,144
112
$360K 0.27%
4,719
-257
113
$350K 0.27%
4,573
+94
114
$349K 0.26%
671
+48
115
$347K 0.26%
958
+19
116
$346K 0.26%
2,008
+41
117
$346K 0.26%
203
+5
118
$343K 0.26%
10,038
+15
119
$342K 0.26%
1,178
+20
120
$339K 0.26%
14,260
+10
121
$338K 0.26%
7,713
+238
122
$332K 0.25%
14,375
+235
123
$328K 0.25%
7,856
+276
124
$323K 0.24%
14,305
+447
125
$309K 0.23%
5,703
-452
3 4
5
6 7