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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
SOBO
526
South Bow Corp
SOBO
$7.96B
$5.33K ﹤0.01%
160
TMUS icon
527
T-Mobile US
TMUS
$205B
$5.25K ﹤0.01%
25
DFJ icon
528
WisdomTree Japan SmallCap Dividend Fund
DFJ
$377M
$5.1K ﹤0.01%
50
DVA icon
529
DaVita
DVA
$13.4B
$5.07K ﹤0.01%
33
TIP icon
530
iShares TIPS Bond ETF
TIP
$14.9B
$4.97K ﹤0.01%
45
MP icon
531
MP Materials
MP
$10.2B
$4.83K ﹤0.01%
100
IR icon
532
Ingersoll Rand
IR
$29B
$4.81K ﹤0.01%
60
KOPN icon
533
Kopin
KOPN
$915M
$4.79K ﹤0.01%
2,130
DAL icon
534
Delta Air Lines
DAL
$54.6B
$4.52K ﹤0.01%
68
EFV icon
535
iShares MSCI EAFE Value ETF
EFV
$26.8B
$4.46K ﹤0.01%
60
WM icon
536
Waste Management
WM
$88.1B
$4.37K ﹤0.01%
19
EOG icon
537
EOG Resources
EOG
$72.8B
$4.34K ﹤0.01%
30
IRM icon
538
Iron Mountain
IRM
$37.9B
$4.29K ﹤0.01%
42
TAN icon
539
Invesco Solar ETF
TAN
$1.98B
$4.29K ﹤0.01%
77
-35
WRBY icon
540
Warby Parker
WRBY
$3.25B
$4.21K ﹤0.01%
200
KRT icon
541
Karat Packaging
KRT
$600M
$4.19K ﹤0.01%
150
FXI icon
542
iShares China Large-Cap ETF
FXI
$5.52B
$4.13K ﹤0.01%
115
SPSB icon
543
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$4.12K ﹤0.01%
137
PINS icon
544
Pinterest
PINS
$11.3B
$4.04K ﹤0.01%
220
-18
GIS icon
545
General Mills
GIS
$18.4B
$3.83K ﹤0.01%
103
NVO
546
Novo Nordisk
NVO
$194B
$3.53K ﹤0.01%
96
APA icon
547
APA Corp
APA
$13.1B
$3.41K ﹤0.01%
80
IWF icon
548
iShares Russell 1000 Growth ETF
IWF
$126B
$3.41K ﹤0.01%
32
PCAR icon
549
PACCAR
PCAR
$62.4B
$3.35K ﹤0.01%
29
NVG icon
550
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$3.33K ﹤0.01%
270