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
$147M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1 +$534K
2 +$471K
3 +$466K
4
VTRS icon
Viatris
VTRS
+$452K
5
MTN icon
Vail Resorts
MTN
+$377K

Sector Composition

1 Technology 13.94%
2 Financials 9.43%
3 Healthcare 8.22%
4 Consumer Discretionary 7.95%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MYN icon
501
BlackRock MuniYield New York Quality Fund
MYN
$391M
$5.96K ﹤0.01%
600
CB icon
502
Chubb
CB
$110B
$5.93K ﹤0.01%
21
FSTA icon
503
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
$5.88K ﹤0.01%
118
SPSM icon
504
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
$5.84K ﹤0.01%
126
DLTR icon
505
Dollar Tree
DLTR
$20.5B
$5.76K ﹤0.01%
61
FGD icon
506
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$892M
$5.75K ﹤0.01%
200
COIN icon
507
Coinbase
COIN
$82.3B
$5.74K ﹤0.01%
17
MBB icon
508
iShares MBS ETF
MBB
$41.8B
$5.71K ﹤0.01%
60
WRBY icon
509
Warby Parker
WRBY
$2.66B
$5.52K ﹤0.01%
200
KD icon
510
Kyndryl
KD
$6.54B
$5.5K ﹤0.01%
183
-8
DTE icon
511
DTE Energy
DTE
$29.6B
$5.37K ﹤0.01%
38
NVO icon
512
Novo Nordisk
NVO
$237B
$5.33K ﹤0.01%
96
ELF icon
513
e.l.f. Beauty
ELF
$7.02B
$5.3K ﹤0.01%
40
UNP icon
514
Union Pacific
UNP
$134B
$5.2K ﹤0.01%
22
GIS icon
515
General Mills
GIS
$26.2B
$5.19K ﹤0.01%
103
TIP icon
516
iShares TIPS Bond ETF
TIP
$14B
$5K ﹤0.01%
+45
SCHJ icon
517
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$600M
$4.99K ﹤0.01%
+200
TAN icon
518
Invesco Solar ETF
TAN
$806M
$4.89K ﹤0.01%
112
DFJ icon
519
WisdomTree Japan SmallCap Dividend Fund
DFJ
$311M
$4.74K ﹤0.01%
50
FXI icon
520
iShares China Large-Cap ETF
FXI
$6.79B
$4.73K ﹤0.01%
115
CLH icon
521
Clean Harbors
CLH
$12.7B
$4.64K ﹤0.01%
20
MRP
522
Millrose Properties Inc
MRP
$5.48B
$4.57K ﹤0.01%
136
SOBO
523
South Bow Corp
SOBO
$5.5B
$4.53K ﹤0.01%
160
SPMD icon
524
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
$4.46K ﹤0.01%
78
+3
SPTM icon
525
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.5B
$4.44K ﹤0.01%
55