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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
THG icon
326
Hanover Insurance
THG
$6.92B
$41.1K 0.03%
237
+5
DHR icon
327
Danaher
DHR
$127B
$41K 0.03%
216
EMBJ
328
Embraer S.A. ADS
EMBJ
$10.3B
$40.6K 0.03%
685
FLCC
329
Federated Hermes MDT Large Cap Core ETF
FLCC
$121M
$40.1K 0.03%
+1,300
IRMD icon
330
iRadimed
IRMD
$1.2B
$38.7K 0.03%
402
EEFT icon
331
Euronet Worldwide
EEFT
$2.54B
$38.5K 0.03%
580
-9
LNTH icon
332
Lantheus
LNTH
$6.8B
$37.7K 0.03%
497
PAHC icon
333
Phibro Animal Health
PAHC
$1.28B
$37.4K 0.03%
676
ALB icon
334
Albemarle
ALB
$20.1B
$37.3K 0.03%
208
JHX icon
335
James Hardie Industries
JHX
$14B
$37K 0.03%
1,956
SHO icon
336
Sunstone Hotel Investors
SHO
$2.18B
$36.9K 0.03%
4,097
SIHY icon
337
Harbor Ares Systematic High Yield ETF
SIHY
$141M
$36.9K 0.02%
823
+211
CCL icon
338
Carnival Corporation Ltd
CCL
$40.4B
$36.2K 0.02%
1,399
HYD icon
339
VanEck High Yield Muni ETF
HYD
$4.39B
$35.2K 0.02%
702
CRWD icon
340
CrowdStrike
CRWD
$174B
$35.1K 0.02%
90
BMO icon
341
Bank of Montreal
BMO
$118B
$34.4K 0.02%
254
VTI icon
342
Vanguard Total Stock Market ETF
VTI
$650B
$34.3K 0.02%
107
AMCR icon
343
Amcor
AMCR
$18.8B
$33.1K 0.02%
832
-4
FLXS icon
344
Flexsteel Industries
FLXS
$257M
$32.4K 0.02%
721
HTH icon
345
Hilltop Holdings
HTH
$2.25B
$32.2K 0.02%
899
KALV icon
346
KalVista Pharmaceuticals
KALV
$32K 0.02%
1,590
NSC icon
347
Norfolk Southern
NSC
$70.5B
$31.9K 0.02%
111
BAB icon
348
Invesco Taxable Municipal Bond ETF
BAB
$1.06B
$31.4K 0.02%
1,165
OFG icon
349
OFG Bancorp
OFG
$2.03B
$30.8K 0.02%
760
DFIC icon
350
Dimensional International Core Equity 2 ETF
DFIC
$14.2B
$30.7K 0.02%
865
+545
12 13
14
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