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
151
$205K 0.16%
823
+48
152
$202K 0.15%
690
-265
153
$198K 0.15%
818
+20
154
$194K 0.15%
1,443
-41
155
$190K 0.14%
676
+27
156
$190K 0.14%
3,212
-59
157
$190K 0.14%
639
+10
158
$189K 0.14%
1,973
+607
159
$186K 0.14%
241
-7
160
$183K 0.14%
+9,390
161
$182K 0.14%
+1,648
162
$176K 0.13%
2,075
-683
163
$175K 0.13%
1,323
-38
164
$174K 0.13%
933
+13
165
$172K 0.13%
2,997
+106
166
$170K 0.13%
1,389
+32
167
$164K 0.12%
+1,733
168
$164K 0.12%
1,542
+69
169
$163K 0.12%
2,601
-17
170
$162K 0.12%
1,435
-70
171
$158K 0.12%
1,459
+44
172
$154K 0.12%
10,973
-8,689
173
$153K 0.12%
3,524
+1,184
174
$152K 0.12%
6,641
-9,659
175
$152K 0.12%
926
-61
5 6
7
8 9