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
201
$117K 0.09%
220
202
$117K 0.09%
994
+74
203
$116K 0.09%
937
-600
204
$116K 0.09%
1,138
205
$114K 0.09%
2,720
206
$113K 0.09%
452
-12
207
$109K 0.08%
2,701
-82
208
$107K 0.08%
1,444
-35
209
$107K 0.08%
2,826
-62
210
$106K 0.08%
+3,672
211
$105K 0.08%
4,772
212
$105K 0.08%
1,003
+1
213
$103K 0.08%
+6,497
214
$103K 0.08%
485
+8
215
$101K 0.08%
2,130
216
$101K 0.08%
2,247
-757
217
$101K 0.08%
648
+196
218
$100K 0.08%
428
-42
219
$99.2K 0.08%
1,091
+312
220
$98.9K 0.08%
+1,367
221
$98.5K 0.07%
2,212
222
$97.9K 0.07%
293
223
$97.1K 0.07%
+5,671
224
$96.7K 0.07%
3,121
-335
225
$95.4K 0.07%
1,475
-119
7 8
9
10 11