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
EFA icon
426
iShares MSCI EAFE ETF
EFA
$70.4B
$13.1K 0.01%
147
MS.PRQ
427
Morgan Stanley 6.625% Series Q Preferred Stock
MS.PRQ
$1.05B
$12.9K 0.01%
500
+320
FNDF icon
428
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$12.7K 0.01%
317
LOW icon
429
Lowe's Companies
LOW
$140B
$12.6K 0.01%
57
+17
CLF icon
430
Cleveland-Cliffs
CLF
$7.26B
$12.6K 0.01%
1,654
VNLA icon
431
Janus Henderson Short Duration Income ETF
VNLA
$2.85B
$12.5K 0.01%
255
FNDE icon
432
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.77B
$12.5K 0.01%
379
UAL icon
433
United Airlines
UAL
$34.6B
$12.5K 0.01%
157
CMCSA icon
434
Comcast
CMCSA
$103B
$12.5K 0.01%
350
-50
MINT icon
435
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$12.5K 0.01%
124
DOLE
436
DELISTED
DOLE FOOD CO INC NEW CMN STK (DE)
DOLE
$12.5K 0.01%
890
NTLA icon
437
Intellia Therapeutics
NTLA
$1.06B
$12.2K 0.01%
+1,300
SRE icon
438
Sempra
SRE
$57.8B
$11.8K 0.01%
156
SJNK icon
439
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.32B
$11.5K 0.01%
450
XLU icon
440
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$11.4K 0.01%
140
ITW icon
441
Illinois Tool Works
ITW
$75B
$11.4K 0.01%
46
FCX icon
442
Freeport-McMoran
FCX
$68.2B
$11.3K 0.01%
260
DLR.PRK icon
443
Digital Realty Trust 5.850% Series K Preferred Stock
DLR.PRK
$201M
$11K 0.01%
480
WTM icon
444
White Mountains Insurance
WTM
$5.26B
$10.8K 0.01%
6
CF icon
445
CF Industries
CF
$12.3B
$10.8K 0.01%
117
ATXS icon
446
Astria Therapeutics
ATXS
$738M
$10.7K 0.01%
+2,000
CMC icon
447
Commercial Metals
CMC
$7.84B
$10.7K 0.01%
218
SRG
448
Seritage Growth Properties
SRG
$199M
$10.4K 0.01%
3,382
IRM icon
449
Iron Mountain
IRM
$24.6B
$10.3K 0.01%
100
+44
FLTR icon
450
VanEck IG Floating Rate ETF
FLTR
$2.56B
$10.2K 0.01%
400