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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
PYPL icon
376
PayPal
PYPL
$36.6B
$25.1K 0.02%
556
-1,723
VEA icon
377
Vanguard FTSE Developed Markets ETF
VEA
$230B
$25.1K 0.02%
+391
ALGT icon
378
Allegiant Air
ALGT
$2.46B
$24.8K 0.02%
306
BSCR icon
379
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$24.5K 0.02%
+1,250
PGNY icon
380
Progyny
PGNY
$2.09B
$24.4K 0.02%
1,438
+40
OMCL icon
381
Omnicell
OMCL
$1.72B
$23.4K 0.02%
700
-28
CARR icon
382
Carrier Global
CARR
$58.1B
$22.9K 0.02%
407
IYM icon
383
iShares US Basic Materials ETF
IYM
$1.39B
$22.9K 0.02%
130
SNDK
384
Sandisk
SNDK
$293B
$22.2K 0.02%
35
SPIP icon
385
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$22.1K 0.02%
850
PCRX icon
386
Pacira BioSciences
PCRX
$905M
$22.1K 0.01%
977
WWW icon
387
Wolverine World Wide
WWW
$1.48B
$21.9K 0.01%
1,345
DUHP icon
388
Dimensional US High Profitability ETF
DUHP
$12.1B
$21.9K 0.01%
596
+300
GWW icon
389
W.W. Grainger
GWW
$62.1B
$21.8K 0.01%
20
TGT icon
390
Target
TGT
$61.4B
$21.8K 0.01%
180
VYM icon
391
Vanguard High Dividend Yield ETF
VYM
$79.4B
$21.8K 0.01%
147
VIG icon
392
Vanguard Dividend Appreciation ETF
VIG
$109B
$21.5K 0.01%
100
PFF icon
393
iShares Preferred and Income Securities ETF
PFF
$13.6B
$21.2K 0.01%
700
HYBB icon
394
iShares BB Rated Corporate Bond ETF
HYBB
$401M
$20.9K 0.01%
450
-150
SPAB icon
395
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.72B
$20.8K 0.01%
813
MET icon
396
MetLife
MET
$57.2B
$20.6K 0.01%
292
ARQT icon
397
Arcutis Biotherapeutics
ARQT
$3.05B
$20.6K 0.01%
+875
NSA icon
398
National Storage Affiliates Trust
NSA
$3.53B
$20.3K 0.01%
537
-30
ZBRA icon
399
Zebra Technologies
ZBRA
$10.9B
$19.2K 0.01%
92
TT icon
400
Trane Technologies
TT
$101B
$19.2K 0.01%
46
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