We are live on ! Find out more
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
SCHI icon
226
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$108K 0.07%
4,772
SCYB icon
227
Schwab High Yield Bond ETF
SCYB
$2.58B
$108K 0.07%
4,150
-1,650
ALGM icon
228
Allegro MicroSystems
ALGM
$9.39B
$108K 0.07%
3,415
-1,163
CP icon
229
Canadian Pacific Kansas City
CP
$80B
$107K 0.07%
1,362
-20
AZZ icon
230
AZZ Inc
AZZ
$4.53B
$104K 0.07%
833
-20
NBIX icon
231
Neurocrine Biosciences
NBIX
$16.1B
$104K 0.07%
787
-125
ROK icon
232
Rockwell Automation
ROK
$51.1B
$103K 0.07%
287
PHYS icon
233
Sprott Physical Gold
PHYS
$15.1B
$103K 0.07%
2,897
MRK icon
234
Merck
MRK
$294B
$101K 0.07%
842
AMD icon
235
Advanced Micro Devices
AMD
$834B
$101K 0.07%
497
-123
IDA icon
236
Idacorp
IDA
$7.92B
$100K 0.07%
700
-23
GE icon
237
GE Aerospace
GE
$350B
$99.2K 0.07%
349
IEI icon
238
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$98.4K 0.07%
830
+19
EBAY icon
239
eBay
EBAY
$48.2B
$97.5K 0.07%
1,071
-22
HIG icon
240
Hartford Financial Services
HIG
$35.5B
$97K 0.07%
717
CRUS icon
241
Cirrus Logic
CRUS
$8.28B
$96.5K 0.07%
667
-3
EQR icon
242
Equity Residential
EQR
$25.2B
$95K 0.06%
1,606
+68
INTC icon
243
Intel
INTC
$626B
$93.9K 0.06%
2,128
-5
WFC icon
244
Wells Fargo
WFC
$256B
$93.1K 0.06%
1,170
NFLX icon
245
Netflix
NFLX
$338B
$93K 0.06%
967
+110
TFI icon
246
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.1B
$92.9K 0.06%
2,049
MCHP icon
247
Microchip Technology
MCHP
$51.6B
$92.8K 0.06%
1,437
+25
RBRK icon
248
Rubrik
RBRK
$14B
$92.8K 0.06%
+1,895
CRM icon
249
Salesforce
CRM
$136B
$92.7K 0.06%
496
-8
CELH icon
250
Celsius Holdings
CELH
$7.46B
$90.7K 0.06%
2,556
+20
8 9
10
11 12