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
$150M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$483K
3
+$459K
4
SMG icon
ScottsMiracle-Gro
SMG
+$422K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$294K

Top Sells

1
+$723K
2
+$425K
3
+$310K
4
DD icon
DuPont de Nemours
DD
+$309K
5
MCHP icon
Microchip Technology
MCHP
+$265K

Sector Composition

1 Technology 13.41%
2 Financials 10.93%
3 Healthcare 8.67%
4 Consumer Discretionary 7.86%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITIC icon
251
Investors Title Co
ITIC
$450M
$84.4K 0.06%
338
+5
BOOT icon
252
Boot Barn
BOOT
$5.13B
$82.1K 0.05%
465
VRTX icon
253
Vertex Pharmaceuticals
VRTX
$112B
$80.8K 0.05%
178
MTB icon
254
M&T Bank
MTB
$32.2B
$80.6K 0.05%
400
NFLX icon
255
Netflix
NFLX
$349B
$80.4K 0.05%
857
-3
CL icon
256
Colgate-Palmolive
CL
$68.2B
$79.9K 0.05%
1,011
CRUS icon
257
Cirrus Logic
CRUS
$8.81B
$79.4K 0.05%
670
+5
IDCC icon
258
InterDigital
IDCC
$6.76B
$79.3K 0.05%
249
INTC icon
259
Intel
INTC
$550B
$78.7K 0.05%
2,133
WAY
260
Waystar Holding Corp
WAY
$3.92B
$77.5K 0.05%
+2,366
NTGR icon
261
NETGEAR
NTGR
$696M
$77.1K 0.05%
3,144
HDSN
262
Hudson Technologies
HDSN
$229M
$77K 0.05%
11,245
-241
SYF icon
263
Synchrony
SYF
$23.8B
$77K 0.05%
923
-16
BXP icon
264
Boston Properties
BXP
$9.94B
$76.9K 0.05%
1,140
-352
META icon
265
Meta Platforms (Facebook)
META
$1.62T
$74.6K 0.05%
113
NOW icon
266
ServiceNow
NOW
$127B
$73.5K 0.05%
480
+5
ROP icon
267
Roper Technologies
ROP
$34.1B
$72.6K 0.05%
163
TOL icon
268
Toll Brothers
TOL
$13B
$71.9K 0.05%
532
+52
VOO icon
269
Vanguard S&P 500 ETF
VOO
$974B
$71.5K 0.05%
114
-1
MRGR icon
270
ProShares Merger ETF
MRGR
$15.9M
$70.9K 0.05%
1,594
DKNG icon
271
DraftKings
DKNG
$12.8B
$70.2K 0.05%
2,036
+2,026
JMUB icon
272
JPMorgan Municipal ETF
JMUB
$7.76B
$69.9K 0.05%
1,385
+8
TTD icon
273
Trade Desk
TTD
$10.1B
$67.1K 0.04%
1,767
-36
FWRG icon
274
First Watch Restaurant Group
FWRG
$645M
$67.1K 0.04%
4,447
+588
VCSH icon
275
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
$65.9K 0.04%
826
-1
9 10
11
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