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
$141M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$695K
3
+$626K
4
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$535K
5
MDT icon
Medtronic
MDT
+$483K

Top Sells

1
+$694K
2
+$506K
3
+$449K
4
NSA icon
National Storage Affiliates Trust
NSA
+$380K
5
CAT icon
Caterpillar
CAT
+$330K

Sector Composition

1 Technology 13.02%
2 Financials 9.01%
3 Healthcare 7.62%
4 Consumer Discretionary 7.29%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTCO icon
351
Invesco Galaxy Bitcoin ETF
BTCO
$696M
$30.6K 0.02%
285
CRM icon
352
Salesforce
CRM
$239B
$29.9K 0.02%
109
-1
JNK icon
353
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.61B
$29.7K 0.02%
305
BAC.PRO icon
354
Bank of America Depository Shares Series NN
BAC.PRO
$778M
$29.5K 0.02%
1,640
GSHD icon
355
Goosehead Insurance
GSHD
$1.9B
$29K 0.02%
275
AMLP icon
356
Alerian MLP ETF
AMLP
$10.7B
$28.9K 0.02%
591
INVX
357
Innovex International
INVX
$1.57B
$28.8K 0.02%
1,842
OLED icon
358
Universal Display
OLED
$5.67B
$28.7K 0.02%
186
-389
SHM icon
359
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
$28.7K 0.02%
600
BMO icon
360
Bank of Montreal
BMO
$93.6B
$28.7K 0.02%
259
LIN icon
361
Linde
LIN
$195B
$28.6K 0.02%
60
+19
CNMD icon
362
CONMED
CNMD
$1.25B
$28K 0.02%
537
BMRN icon
363
BioMarin Pharmaceuticals
BMRN
$10B
$27.6K 0.02%
503
-925
HTH icon
364
Hilltop Holdings
HTH
$2.14B
$27.6K 0.02%
909
XYZ
365
Block Inc
XYZ
$38.9B
$27.4K 0.02%
404
-989
IBIT icon
366
iShares Bitcoin Trust
IBIT
$66.6B
$26.9K 0.02%
+440
HBB icon
367
Hamilton Beach Brands
HBB
$223M
$26.4K 0.02%
1,474
FLXS icon
368
Flexsteel Industries
FLXS
$227M
$26.3K 0.02%
+731
COLB icon
369
Columbia Banking Systems
COLB
$8.72B
$26.1K 0.02%
1,118
+15
FLRN icon
370
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.68B
$26.1K 0.02%
845
-29
TMUS icon
371
T-Mobile US
TMUS
$219B
$24.9K 0.02%
104
+17
WWW icon
372
Wolverine World Wide
WWW
$1.5B
$24.8K 0.02%
+1,370
VOOV icon
373
Vanguard S&P 500 Value ETF
VOOV
$5.93B
$24.5K 0.02%
130
IRMD icon
374
iRadimed
IRMD
$1.23B
$24.2K 0.02%
405
MET icon
375
MetLife
MET
$54.4B
$23.5K 0.02%
292
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