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 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOC icon
576
Northrop Grumman
NOC
$104B
$2.28K ﹤0.01%
4
CVY icon
577
Invesco Zacks Multi-Asset Income ETF
CVY
$113M
$2.28K ﹤0.01%
85
AXON icon
578
Axon Enterprise
AXON
$39.9B
$2.27K ﹤0.01%
4
HIFS icon
579
Hingham Institution for Saving
HIFS
$586M
$2.27K ﹤0.01%
8
EVCM icon
580
EverCommerce
EVCM
$1.8B
$2.27K ﹤0.01%
187
PRU icon
581
Prudential Financial
PRU
$32B
$2.26K ﹤0.01%
20
PH icon
582
Parker-Hannifin
PH
$112B
$2.21K ﹤0.01%
2
-1
INTU icon
583
Intuit
INTU
$122B
$2.17K ﹤0.01%
3
ROKU icon
584
Roku
ROKU
$13.5B
$2.17K ﹤0.01%
20
SPGI icon
585
S&P Global
SPGI
$126B
$2.13K ﹤0.01%
4
CINF icon
586
Cincinnati Financial
CINF
$25.5B
$2.12K ﹤0.01%
13
IVZ icon
587
Invesco
IVZ
$10.2B
$2.1K ﹤0.01%
80
ABSI icon
588
Absci
ABSI
$359M
$2.09K ﹤0.01%
+600
GS icon
589
Goldman Sachs
GS
$232B
$2.08K ﹤0.01%
2
CCI icon
590
Crown Castle
CCI
$38.1B
$2.04K ﹤0.01%
23
+16
ED icon
591
Consolidated Edison
ED
$41.5B
$1.99K ﹤0.01%
20
APA icon
592
APA Corp
APA
$12.2B
$1.97K ﹤0.01%
80
ZTS icon
593
Zoetis
ZTS
$48.8B
$1.89K ﹤0.01%
15
NTNX icon
594
Nutanix
NTNX
$10.4B
$1.86K ﹤0.01%
36
PAYX icon
595
Paychex
PAYX
$33.2B
$1.79K ﹤0.01%
16
NCLH icon
596
Norwegian Cruise Line
NCLH
$8.6B
$1.79K ﹤0.01%
80
TRGP icon
597
Targa Resources
TRGP
$51.6B
$1.77K ﹤0.01%
9
-1
WELL icon
598
Welltower
WELL
$145B
$1.76K ﹤0.01%
9
EUSA icon
599
iShares MSCI USA Equal Weighted ETF
EUSA
$1.51B
$1.76K ﹤0.01%
17
ETHE
600
Grayscale Ethereum Staking ETF Shares
ETHE
$1.78B
$1.74K ﹤0.01%
62
-863
22 23
24
25 26