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
176
$147K 0.11%
786
-28
177
$146K 0.11%
1,088
+670
178
$146K 0.11%
1,470
+837
179
$145K 0.11%
3,418
+156
180
$138K 0.1%
825
-10
181
$137K 0.1%
+1,365
182
$137K 0.1%
1,089
+243
183
$137K 0.1%
1,799
-80
184
$135K 0.1%
383
-20
185
$134K 0.1%
22,968
+698
186
$134K 0.1%
5,526
+90
187
$133K 0.1%
819
188
$130K 0.1%
2,128
189
$128K 0.1%
+4,257
190
$127K 0.1%
933
+66
191
$126K 0.1%
1,480
+1,472
192
$126K 0.1%
2,047
-55
193
$125K 0.1%
+1,402
194
$124K 0.09%
+245
195
$123K 0.09%
1,194
+3
196
$122K 0.09%
4,768
+942
197
$121K 0.09%
8,783
-3,994
198
$119K 0.09%
+1,931
199
$118K 0.09%
1,245
-16
200
$118K 0.09%
1,276
6 7
8
9 10