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
INTU icon
576
Intuit
INTU
$187B
$2.24K ﹤0.01%
3
CHTR icon
577
Charter Communications
CHTR
$33.5B
$2.2K ﹤0.01%
8
ZTS icon
578
Zoetis
ZTS
$65.2B
$2.19K ﹤0.01%
15
HIFS icon
579
Hingham Institution for Saving
HIFS
$664M
$2.11K ﹤0.01%
8
F icon
580
Ford
F
$49.5B
$2.1K ﹤0.01%
176
EVCM icon
581
EverCommerce
EVCM
$2.07B
$2.08K ﹤0.01%
187
PRU icon
582
Prudential Financial
PRU
$35.9B
$2.08K ﹤0.01%
20
CINF icon
583
Cincinnati Financial
CINF
$24.3B
$2.06K ﹤0.01%
13
PAYX icon
584
Paychex
PAYX
$45.6B
$2.03K ﹤0.01%
16
ED icon
585
Consolidated Edison
ED
$36.8B
$2.01K ﹤0.01%
20
ROKU icon
586
Roku
ROKU
$14.1B
$2K ﹤0.01%
20
SPGI icon
587
S&P Global
SPGI
$146B
$1.99K ﹤0.01%
4
NCLH icon
588
Norwegian Cruise Line
NCLH
$10.8B
$1.97K ﹤0.01%
80
APA icon
589
APA Corp
APA
$8.19B
$1.95K ﹤0.01%
80
PH icon
590
Parker-Hannifin
PH
$93.8B
$1.9K ﹤0.01%
3
+1
GS icon
591
Goldman Sachs
GS
$230B
$1.89K ﹤0.01%
2
IVZ icon
592
Invesco
IVZ
$10.2B
$1.83K ﹤0.01%
80
SYK icon
593
Stryker
SYK
$148B
$1.78K ﹤0.01%
5
+1
EUSA icon
594
iShares MSCI USA Equal Weighted ETF
EUSA
$1.53B
$1.75K ﹤0.01%
17
+9
BP icon
595
BP
BP
$88B
$1.72K ﹤0.01%
50
WELL icon
596
Welltower
WELL
$118B
$1.69K ﹤0.01%
9
TEVA icon
597
Teva Pharmaceuticals
TEVA
$21.8B
$1.66K ﹤0.01%
82
ORLY icon
598
O'Reilly Automotive
ORLY
$85.9B
$1.62K ﹤0.01%
15
TRGP icon
599
Targa Resources
TRGP
$33.2B
$1.61K ﹤0.01%
10
+1
CMCSA icon
600
Comcast
CMCSA
$109B
$1.57K ﹤0.01%
50
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