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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
USB icon
426
US Bancorp
USB
$91.8B
$14.1K 0.01%
270
-150
AMPH icon
427
Amphastar Pharmaceuticals
AMPH
$886M
$14.1K 0.01%
718
NUE icon
428
Nucor
NUE
$60.7B
$13.9K 0.01%
82
STLD icon
429
Steel Dynamics
STLD
$40.8B
$13.9K 0.01%
77
AVY icon
430
Avery Dennison
AVY
$12.2B
$13.8K 0.01%
80
-60
AVEM icon
431
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
$13.7K 0.01%
170
FWRG icon
432
First Watch Restaurant Group
FWRG
$764M
$13.6K 0.01%
1,302
-3,145
ALK icon
433
Alaska Air
ALK
$5.27B
$13.6K 0.01%
370
-5
BTCO icon
434
Invesco Galaxy Bitcoin ETF
BTCO
$426M
$13.5K 0.01%
200
-85
UL icon
435
Unilever
UL
$128B
$13.3K 0.01%
234
-250
ETH
436
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.52B
$13.2K 0.01%
775
-150
WTM icon
437
White Mountains Insurance
WTM
$5.01B
$13.2K 0.01%
6
MEGI
438
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$794M
$12.9K 0.01%
875
XLU icon
439
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$12.8K 0.01%
280
EBND icon
440
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$12.8K 0.01%
620
OLED icon
441
Universal Display
OLED
$4.28B
$12.7K 0.01%
139
-3
ISRG icon
442
Intuitive Surgical
ISRG
$146B
$12.6K 0.01%
27
-7
SPHQ icon
443
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$12.5K 0.01%
+166
MINT icon
444
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$12.5K 0.01%
124
VNLA icon
445
Janus Henderson Short Duration Income ETF
VNLA
$3.29B
$12.5K 0.01%
255
MLPX icon
446
Global X MLP & Energy Infrastructure ETF
MLPX
$3.5B
$12.3K 0.01%
167
B
447
Barrick Mining
B
$67.4B
$12.2K 0.01%
300
VITL icon
448
Vital Farms
VITL
$454M
$12.2K 0.01%
863
CEF icon
449
Sprott Physical Gold and Silver Trust
CEF
$8.05B
$12.2K 0.01%
255
CMC icon
450
Commercial Metals
CMC
$8.62B
$12.2K 0.01%
198
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