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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
ELF icon
576
e.l.f. Beauty
ELF
$3.63B
$2.42K ﹤0.01%
40
TRGP icon
577
Targa Resources
TRGP
$58.5B
$2.41K ﹤0.01%
9
SPTM icon
578
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$2.37K ﹤0.01%
30
-25
DEO icon
579
Diageo
DEO
$45.5B
$2.36K ﹤0.01%
31
BP icon
580
BP
BP
$110B
$2.35K ﹤0.01%
50
CVY icon
581
Invesco Zacks Multi-Asset Income ETF
CVY
$123M
$2.3K ﹤0.01%
85
HIFS icon
582
Hingham Institution for Saving
HIFS
$646M
$2.29K ﹤0.01%
8
ED icon
583
Consolidated Edison
ED
$39.7B
$2.26K ﹤0.01%
20
PH icon
584
Parker-Hannifin
PH
$114B
$2.25K ﹤0.01%
2
PLTR icon
585
Palantir
PLTR
$307B
$2.15K ﹤0.01%
14
EVCM icon
586
EverCommerce
EVCM
$1.62B
$2.14K ﹤0.01%
187
CINF icon
587
Cincinnati Financial
CINF
$26.1B
$2.05K ﹤0.01%
13
BKNG icon
588
Booking.com
BKNG
$128B
0
BSX icon
589
Boston Scientific
BSX
$69.7B
$2.04K ﹤0.01%
32
F icon
590
Ford
F
$59.1B
$2.03K ﹤0.01%
176
GS icon
591
Goldman Sachs
GS
$314B
$2K ﹤0.01%
2
PLD icon
592
Prologis
PLD
$139B
$1.98K ﹤0.01%
+15
PRU icon
593
Prudential Financial
PRU
$37.7B
$1.95K ﹤0.01%
20
IVZ icon
594
Invesco
IVZ
$12.8B
$1.94K ﹤0.01%
80
EUSA icon
595
iShares MSCI USA Equal Weighted ETF
EUSA
$1.69B
$1.93K ﹤0.01%
19
+2
ROKU icon
596
Roku
ROKU
$21.2B
$1.89K ﹤0.01%
20
WELL icon
597
Welltower
WELL
$151B
$1.88K ﹤0.01%
9
CCI icon
598
Crown Castle
CCI
$40.2B
$1.87K ﹤0.01%
23
ABSI icon
599
Absci
ABSI
$1.06B
$1.8K ﹤0.01%
600
ZTS icon
600
Zoetis
ZTS
$33.4B
$1.77K ﹤0.01%
15