1IA
1620 Investment Advisors Portfolio holdings
AUM
$141M
1-Year Return
13.62%
This Quarter Return
+0.61%
1 Year Return
+13.62%
3 Year Return
+46%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$31M
(+31%)
Cap. Flow
+$27.1M
Cap. Flow
% of AUM
20.78%
Top 10 Holdings %
Top 10 Hldgs %
21.18%
Holding
597
New
451
Increased
95
Reduced
36
Closed
2
Top Buys
| 1 |
TJX Companies
TJX
|
$1.3M |
| 2 |
RTX Corp
RTX
|
$1.27M |
| 3 |
Novartis
NVS
|
$919K |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$837K |
| 5 |
Southern Company
SO
|
$818K |
Top Sells
| 1 |
RB Global
RBA
|
$3.45M |
| 2 |
Palo Alto Networks
PANW
|
$3.33M |
| 3 |
Starbucks
SBUX
|
$2.59M |
| 4 |
Snowflake
SNOW
|
$1.49M |
| 5 |
TC Energy
TRP
|
$703K |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 8.44% |
| 3 | Consumer Discretionary | 7.15% |
| 4 | Healthcare | 7% |
| 5 | Industrials | 6.55% |
