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
$141M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$695K
3
+$626K
4
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$535K
5
MDT icon
Medtronic
MDT
+$483K

Top Sells

1
+$694K
2
+$506K
3
+$449K
4
NSA icon
National Storage Affiliates Trust
NSA
+$380K
5
CAT icon
Caterpillar
CAT
+$330K

Sector Composition

1 Technology 13.02%
2 Financials 9.01%
3 Healthcare 7.62%
4 Consumer Discretionary 7.29%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABNB icon
576
Airbnb
ABNB
$77.8B
$2.65K ﹤0.01%
20
-6
WEX icon
577
WEX
WEX
$5.27B
$2.64K ﹤0.01%
18
-139
INTU icon
578
Intuit
INTU
$187B
$2.58K ﹤0.01%
3
AVDL
579
Avadel Pharmaceuticals
AVDL
$2.1B
$2.57K ﹤0.01%
290
-710
SNDK
580
Sandisk
SNDK
$30.2B
$2.54K ﹤0.01%
56
WFCF icon
581
Where Food Comes From
WFCF
$65.6M
$2.49K ﹤0.01%
225
NOW icon
582
ServiceNow
NOW
$179B
$2.47K ﹤0.01%
2
ALL.PRH icon
583
Allstate Corp
ALL.PRH
$982M
$2.47K ﹤0.01%
120
APH icon
584
Amphenol
APH
$158B
$2.4K ﹤0.01%
24
ZTS icon
585
Zoetis
ZTS
$52.3B
$2.34K ﹤0.01%
15
PAYX icon
586
Paychex
PAYX
$41.5B
$2.33K ﹤0.01%
16
CVY icon
587
Invesco Zacks Multi-Asset Income ETF
CVY
$115M
$2.19K ﹤0.01%
85
SPGI icon
588
S&P Global
SPGI
$152B
$2.15K ﹤0.01%
4
PRU icon
589
Prudential Financial
PRU
$40.9B
$2.15K ﹤0.01%
20
-10
PLTR icon
590
Palantir
PLTR
$438B
$2.01K ﹤0.01%
14
-1
ED icon
591
Consolidated Edison
ED
$35.2B
$2.01K ﹤0.01%
20
NOC icon
592
Northrop Grumman
NOC
$81.3B
$2K ﹤0.01%
4
-2
HIFS icon
593
Hingham Institution for Saving
HIFS
$595M
$1.99K ﹤0.01%
8
-17
EVCM icon
594
EverCommerce
EVCM
$2.17B
$1.96K ﹤0.01%
187
CINF icon
595
Cincinnati Financial
CINF
$25.9B
$1.94K ﹤0.01%
13
F icon
596
Ford
F
$54.8B
$1.91K ﹤0.01%
176
SYK icon
597
Stryker
SYK
$135B
$1.9K ﹤0.01%
4
-1
RPD icon
598
Rapid7
RPD
$1.07B
$1.85K ﹤0.01%
80
-2,607
ROKU icon
599
Roku
ROKU
$15.9B
$1.76K ﹤0.01%
20
PH icon
600
Parker-Hannifin
PH
$112B
$1.75K ﹤0.01%
2
-1
22 23
24
25 26