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
126
$307K 0.23%
1,635
+110
127
$303K 0.23%
11,163
+413
128
$296K 0.22%
11,020
-370
129
$285K 0.22%
5,235
-43
130
$282K 0.21%
12,545
+30
131
$275K 0.21%
22,115
+202
132
$274K 0.21%
678
+444
133
$273K 0.21%
909
+429
134
$267K 0.2%
6,163
-124
135
$257K 0.2%
4,790
-76
136
$253K 0.19%
3,727
+1,300
137
$248K 0.19%
11,776
+481
138
$248K 0.19%
9,138
+363
139
$246K 0.19%
4,399
-111
140
$244K 0.18%
1,066
+20
141
$242K 0.18%
2,336
-3
142
$232K 0.18%
4,398
-106
143
$229K 0.17%
808
144
$228K 0.17%
2,671
+7
145
$224K 0.17%
1,997
+4
146
$221K 0.17%
+9,392
147
$215K 0.16%
7,874
+1,127
148
$214K 0.16%
9,823
-620
149
$212K 0.16%
4,638
-1,450
150
$206K 0.16%
5,591
-37
4 5
6
7 8