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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
AMP icon
251
Ameriprise Financial
AMP
$41.3B
$88.9K 0.06%
200
DKS icon
252
Dick's Sporting Goods
DKS
$19.8B
$87.8K 0.06%
443
-334
GOOG icon
253
Alphabet (Google) Class C
GOOG
$4.37T
$87.8K 0.06%
305
-7
CMG icon
254
Chipotle Mexican Grill
CMG
$41.3B
$87.7K 0.06%
2,739
+2,731
GWRE icon
255
Guidewire Software
GWRE
$10.2B
$86.9K 0.06%
+581
CL icon
256
Colgate-Palmolive
CL
$71.6B
$86.2K 0.06%
1,011
CPRT icon
257
Copart
CPRT
$28.5B
$85.6K 0.06%
2,577
-35
DFCF icon
258
Dimensional Core Fixed Income ETF
DFCF
$10.6B
$85.5K 0.06%
2,025
+625
AR icon
259
Antero Resources
AR
$10.8B
$83.6K 0.06%
+1,971
WMG icon
260
Warner Music
WMG
$14.8B
$83.3K 0.06%
+3,263
JMST icon
261
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.45B
$83K 0.06%
1,629
+450
MTB icon
262
M&T Bank
MTB
$34B
$82.7K 0.06%
400
FTI icon
263
TechnipFMC
FTI
$28.2B
$82.7K 0.06%
1,196
HUBS icon
264
HubSpot
HUBS
$9.62B
$79.3K 0.05%
+325
FRPT icon
265
Freshpet
FRPT
$2.59B
$78.4K 0.05%
+1,330
VRTX icon
266
Vertex Pharmaceuticals
VRTX
$113B
$78.2K 0.05%
175
-3
CSRE
267
Cohen & Steers Real Estate Active ETF
CSRE
$408M
$77.1K 0.05%
2,933
+469
AMGN icon
268
Amgen
AMGN
$192B
$76.6K 0.05%
217
-60
IDCC icon
269
InterDigital
IDCC
$7.33B
$75.2K 0.05%
249
MRGR icon
270
ProShares Merger ETF
MRGR
$15.9M
$74.3K 0.05%
1,649
+55
CNK icon
271
Cinemark Holdings
CNK
$3.95B
$73.6K 0.05%
2,582
ITIC
272
Investors Title Co
ITIC
$479M
$73.5K 0.05%
338
GEV icon
273
GE Vernova
GEV
$253B
$73.3K 0.05%
84
PR icon
274
Permian Resources
PR
$16.3B
$73.1K 0.05%
3,428
TOL icon
275
Toll Brothers
TOL
$13.7B
$72.6K 0.05%
532
9 10
11
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