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1IA

1620 Investment Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$299K
2
+$193K
3
+$186K
4
TTD icon
Trade Desk
TTD
+$118K
5
YOU icon
Clear Secure
YOU
+$110K

Top Sells

1
+$2.95M
2
+$795K
3
+$686K
4
GLW icon
Corning
GLW
+$568K
5
MDT icon
Medtronic
MDT
+$498K

Sector Composition

1 Technology 13.42%
2 Financials 10.34%
3 Healthcare 8.53%
4 Consumer Discretionary 7.48%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPIB icon
1
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$4.86M 3.29%
144,987
+5,512
QEFA icon
2
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.04B
$4.06M 2.74%
43,503
+872
IEF icon
3
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$3.56M 2.41%
37,291
+1,136
FRDM icon
4
Freedom 100 Emerging Markets ETF
FRDM
$3.53B
$3.4M 2.3%
62,240
+109
SPTS icon
5
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.86B
$3.11M 2.1%
106,607
+694
TY icon
6
TRI-Continental Corp
TY
$1.87B
$2.93M 1.98%
92,650
+312
JPM icon
7
JPMorgan Chase
JPM
$859B
$2.61M 1.77%
8,880
-17
TJX icon
8
TJX Companies
TJX
$186B
$2.57M 1.74%
16,074
-19
IGSB icon
9
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$2.55M 1.72%
48,486
+173
SCHP icon
10
Schwab US TIPS ETF
SCHP
$15.6B
$2.43M 1.64%
91,203
+1,721
AAPL icon
11
Apple
AAPL
$4.28T
$2.39M 1.62%
9,415
+16
TSM icon
12
TSMC
TSM
$2.2T
$2.38M 1.61%
7,037
+26
JSI icon
13
Janus Henderson Securitized Income ETF
JSI
$1.52B
$2.32M 1.57%
44,929
+1,364
RTX icon
14
RTX Corp
RTX
$247B
$1.94M 1.31%
10,070
-1,799
SUB icon
15
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$1.73M 1.17%
16,199
-644
ABBV icon
16
AbbVie
ABBV
$402B
$1.64M 1.11%
7,533
+16
CVX icon
17
Chevron
CVX
$373B
$1.64M 1.11%
7,912
-27
ANGL icon
18
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$1.55M 1.05%
54,080
+1,473
TOTL icon
19
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.16B
$1.55M 1.05%
39,042
-45
MSFT icon
20
Microsoft
MSFT
$2.9T
$1.55M 1.05%
4,179
+19
JHPI icon
21
John Hancock Preferred Income ETF
JHPI
$203M
$1.47M 0.99%
64,970
+2,514
NVS icon
22
Novartis
NVS
$292B
$1.39M 0.94%
9,094
+60
MPC icon
23
Marathon Petroleum
MPC
$76.9B
$1.36M 0.92%
5,569
+45
STX icon
24
Seagate
STX
$211B
$1.35M 0.92%
3,455
-978
EMTL icon
25
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$89.6M
$1.25M 0.84%
29,343
+773
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