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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
COLB icon
351
Columbia Banking Systems
COLB
$9.06B
$30.7K 0.02%
1,120
AMLP icon
352
Alerian MLP ETF
AMLP
$12.3B
$30.6K 0.02%
581
IGIB icon
353
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$30.3K 0.02%
570
VNO icon
354
Vornado Realty Trust
VNO
$7.2B
$30.2K 0.02%
1,161
+79
BROS icon
355
Dutch Bros
BROS
$9.04B
$29.7K 0.02%
587
+217
DFIV icon
356
Dimensional International Value ETF
DFIV
$20.1B
$29.6K 0.02%
560
+40
DFAS icon
357
Dimensional US Small Cap ETF
DFAS
$14.8B
$29.5K 0.02%
415
+75
JNK icon
358
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.79B
$29.2K 0.02%
305
VNQ icon
359
Vanguard Real Estate ETF
VNQ
$38.1B
$28.9K 0.02%
326
C icon
360
Citigroup
C
$238B
$28.8K 0.02%
254
+1
CHWY icon
361
Chewy
CHWY
$7.91B
$28.5K 0.02%
1,056
WDC icon
362
Western Digital
WDC
$194B
$28.4K 0.02%
105
AGI icon
363
Alamos Gold
AGI
$14.8B
$28K 0.02%
630
-120
SCL icon
364
Stepan Co
SCL
$1.24B
$27.7K 0.02%
554
-16
TEX icon
365
Terex
TEX
$7.29B
$27.7K 0.02%
468
HBB icon
366
Hamilton Beach Brands
HBB
$275M
$27.6K 0.02%
1,454
BSCS icon
367
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$26.6K 0.02%
+1,300
VOOV icon
368
Vanguard S&P 500 Value ETF
VOOV
$6.48B
$26.5K 0.02%
130
CBT icon
369
Cabot Corp
CBT
$4.52B
$26.4K 0.02%
351
-100
NTGR icon
370
NETGEAR
NTGR
$658M
$26.3K 0.02%
1,206
-1,938
FLRN icon
371
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
$26.3K 0.02%
854
LIN icon
372
Linde
LIN
$242B
$26.2K 0.02%
52
-3
IVLU icon
373
iShares MSCI Intl Value Factor ETF
IVLU
$4.3B
$25.8K 0.02%
649
WIX icon
374
WIX.com
WIX
$1.92B
$25.3K 0.02%
281
+111
MKC icon
375
McCormick & Company Non-Voting
MKC
$13.2B
$25.2K 0.02%
500
13 14
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