1IA

1620 Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$483K
3 +$459K
4
SMG icon
ScottsMiracle-Gro
SMG
+$422K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$294K

Top Sells

1 +$723K
2 +$425K
3 +$310K
4
DD icon
DuPont de Nemours
DD
+$309K
5
MCHP icon
Microchip Technology
MCHP
+$265K

Sector Composition

1 Technology 13.41%
2 Financials 10.93%
3 Healthcare 8.67%
4 Consumer Discretionary 7.86%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVDL
501
DELISTED
Avadel Pharmaceuticals
AVDL
$6.25K ﹤0.01%
290
WEC icon
502
WEC Energy
WEC
$38.2B
$6.22K ﹤0.01%
59
JBLU icon
503
JetBlue
JBLU
$1.52B
$6.17K ﹤0.01%
1,356
PINS icon
504
Pinterest
PINS
$11.7B
$6.16K ﹤0.01%
238
-3,565
SPSM icon
505
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.8B
$5.9K ﹤0.01%
126
CMT icon
506
Core Molding Technologies
CMT
$165M
$5.88K ﹤0.01%
293
DFIP icon
507
Dimensional Inflation-Protected Securities ETF
DFIP
$1.07B
$5.82K ﹤0.01%
+140
FSTA icon
508
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
$5.8K ﹤0.01%
118
EXR icon
509
Extra Space Storage
EXR
$29.8B
$5.73K ﹤0.01%
44
-19
MBB icon
510
iShares MBS ETF
MBB
$38.8B
$5.71K ﹤0.01%
60
DTM icon
511
DT Midstream
DTM
$14B
$5.63K ﹤0.01%
47
-14
BLK icon
512
Blackrock
BLK
$144B
$5.5K ﹤0.01%
5
TAN icon
513
Invesco Solar ETF
TAN
$1.42B
$5.5K ﹤0.01%
112
NYT icon
514
New York Times
NYT
$12.8B
$5.21K ﹤0.01%
75
UNP icon
515
Union Pacific
UNP
$144B
$5.09K ﹤0.01%
22
TMUS icon
516
T-Mobile US
TMUS
$240B
$5.08K ﹤0.01%
25
-18
MP icon
517
MP Materials
MP
$10.2B
$5.05K ﹤0.01%
+100
KOPN icon
518
Kopin
KOPN
$367M
$4.98K ﹤0.01%
+2,130
TIP icon
519
iShares TIPS Bond ETF
TIP
$14.3B
$4.95K ﹤0.01%
45
NVO icon
520
Novo Nordisk
NVO
$169B
$4.88K ﹤0.01%
96
DFJ icon
521
WisdomTree Japan SmallCap Dividend Fund
DFJ
$415M
$4.82K ﹤0.01%
50
GIS icon
522
General Mills
GIS
$21B
$4.79K ﹤0.01%
103
UPS icon
523
United Parcel Service
UPS
$82.5B
$4.76K ﹤0.01%
48
IR icon
524
Ingersoll Rand
IR
$32.2B
$4.75K ﹤0.01%
60
-20
DAL icon
525
Delta Air Lines
DAL
$38.4B
$4.72K ﹤0.01%
68