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
1
$4.04M 3.06%
123,242
-3,153
2
$2.91M 2.21%
31,494
-4,025
3
$2.89M 2.19%
99,730
+1,881
4
$2.82M 2.14%
89,044
+645
5
$2.71M 2.06%
37,416
-5,380
6
$2.49M 1.89%
10,407
-174
7
$2.44M 1.85%
9,740
+86
8
$2.28M 1.73%
18,882
+329
9
$2.17M 1.65%
84,083
+11,359
10
$2.1M 1.59%
40,533
+606
11
$2.07M 1.57%
4,902
+93
12
$2.03M 1.54%
19,260
-816
13
$1.9M 1.44%
58,203
+2,573
14
$1.57M 1.19%
39,905
-241
15
$1.43M 1.09%
7,260
-191
16
$1.42M 1.07%
49,397
+1,027
17
$1.41M 1.07%
+27,137
18
$1.4M 1.06%
12,110
+79
19
$1.32M 1%
7,431
-133
20
$1.31M 0.99%
28,339
-2,405
21
$1.17M 0.89%
52,159
+2,419
22
$1.17M 0.89%
5,340
-154
23
$1.13M 0.86%
7,802
-83
24
$1.13M 0.86%
23,780
-1,084
25
$1.11M 0.84%
26,366
-388
1
2 3 4 5