1IA

1620 Investment Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$471K
3
+$466K
4
VTRS icon
Viatris
VTRS
+$452K
5
MTN icon
Vail Resorts
MTN
+$377K

Top Sells

1
+$631K
2
+$617K
3
+$511K
4
PSA.PRM icon
Public Storage 4.125% Series M Preferred Share
PSA.PRM
+$498K
5
DRH.PRA icon
DiamondRock Hospitality Co 8.250% Series A Preferred Stock
DRH.PRA
+$412K

Sector Composition

1 Technology 13.94%
2 Financials 9.43%
3 Healthcare 8.22%
4 Consumer Discretionary 7.95%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRMD icon
351
iRadimed
IRMD
$1.23B
$28.6K 0.02%
402
-3
COLB icon
352
Columbia Banking Systems
COLB
$8.72B
$28.5K 0.02%
1,108
-10
WIX icon
353
WIX.com
WIX
$5.59B
$28.2K 0.02%
159
+18
AMLP icon
354
Alerian MLP ETF
AMLP
$10.5B
$27.7K 0.02%
591
IGIB icon
355
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17B
$27.6K 0.02%
510
-132
CARR icon
356
Carrier Global
CARR
$44.3B
$27.3K 0.02%
458
XYZ
357
Block Inc
XYZ
$39.2B
$26.7K 0.02%
370
-34
FLRN icon
358
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.68B
$26.2K 0.02%
848
+3
VOOV icon
359
Vanguard S&P 500 Value ETF
VOOV
$5.88B
$25.9K 0.02%
130
C icon
360
Citigroup
C
$202B
$25.6K 0.02%
253
+2
TEX icon
361
Terex
TEX
$3.43B
$25.5K 0.02%
498
-1,352
LNTH icon
362
Lantheus
LNTH
$4.32B
$25.5K 0.02%
497
-928
PCRX icon
363
Pacira BioSciences
PCRX
$1.15B
$25.2K 0.02%
977
CYBR icon
364
CyberArk
CYBR
$22.7B
$25.1K 0.02%
52
-54
CNMD icon
365
CONMED
CNMD
$1.25B
$25.1K 0.02%
533
-4
BMRN icon
366
BioMarin Pharmaceuticals
BMRN
$9.95B
$24.2K 0.02%
447
-56
MET icon
367
MetLife
MET
$54.4B
$24.1K 0.02%
292
DFIV icon
368
Dimensional International Value ETF
DFIV
$15.3B
$24K 0.02%
520
MEGI
369
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$708M
$23.5K 0.02%
+1,600
EEFT icon
370
Euronet Worldwide
EEFT
$3.23B
$23.2K 0.02%
264
-910
IVLU icon
371
iShares MSCI Intl Value Factor ETF
IVLU
$3B
$23K 0.02%
649
OMCL icon
372
Omnicell
OMCL
$1.94B
$22.7K 0.02%
746
-1,559
NTLA icon
373
Intellia Therapeutics
NTLA
$1.06B
$22.5K 0.02%
1,300
SPIP icon
374
State Street SPDR Portfolio TIPS ETF
SPIP
$969M
$22.4K 0.02%
850
TRIP icon
375
TripAdvisor
TRIP
$1.75B
$22K 0.01%
1,350
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