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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
OGS icon
276
ONE Gas
OGS
$4.88B
$72.4K 0.05%
841
+12
EQIX icon
277
Equinix
EQIX
$104B
$68.9K 0.05%
70
-4
JMUB icon
278
JPMorgan Municipal ETF
JMUB
$7.8B
$68.2K 0.05%
1,365
-20
KLAC icon
279
KLA
KLAC
$332B
$67.5K 0.05%
45
HDSN
280
Hudson Technologies
HDSN
$243M
$66.9K 0.05%
11,385
+140
VVV icon
281
Valvoline
VVV
$4.8B
$66.3K 0.04%
1,969
+5
VCSH icon
282
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$65.6K 0.04%
826
CGXU icon
283
Capital Group International Focus Equity ETF
CGXU
$6.22B
$65K 0.04%
2,204
+30
SPY icon
284
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$63.1K 0.04%
96
+36
META icon
285
Meta Platforms (Facebook)
META
$1.44T
$63K 0.04%
110
-3
SYF icon
286
Synchrony
SYF
$24.7B
$62.8K 0.04%
923
AMT icon
287
American Tower
AMT
$87.2B
$62.8K 0.04%
363
+23
IAU icon
288
iShares Gold Trust
IAU
$65.4B
$62.4K 0.04%
708
MTX icon
289
Minerals Technologies
MTX
$2.42B
$62.3K 0.04%
879
SBUX icon
290
Starbucks
SBUX
$117B
$60.5K 0.04%
675
CNI icon
291
Canadian National Railway
CNI
$72.2B
$60.4K 0.04%
588
STT icon
292
State Street
STT
$46.4B
$59.4K 0.04%
469
HST icon
293
Host Hotels & Resorts
HST
$17B
$59.3K 0.04%
3,093
BOOT icon
294
Boot Barn
BOOT
$5.18B
$58.1K 0.04%
397
-68
BXP icon
295
Boston Properties
BXP
$10.6B
$57.9K 0.04%
1,115
-25
ROP icon
296
Roper Technologies
ROP
$33.8B
$57.7K 0.04%
163
KO icon
297
Coca-Cola
KO
$355B
$57.1K 0.04%
751
-4
DFAC icon
298
Dimensional US Core Equity 2 ETF
DFAC
$46.7B
$55.4K 0.04%
1,425
+400
IWV icon
299
iShares Russell 3000 ETF
IWV
$19.3B
$54.9K 0.04%
148
FLR icon
300
Fluor
FLR
$7.09B
$54.3K 0.04%
1,163
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