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
KMX icon
626
CarMax
KMX
$6.44B
$449 ﹤0.01%
10
INDS icon
627
Pacer Industrial Real Estate ETF
INDS
$129M
$409 ﹤0.01%
11
DKNG icon
628
DraftKings
DKNG
$17.2B
$374 ﹤0.01%
10
DOCN icon
629
DigitalOcean
DOCN
$3.55B
$342 ﹤0.01%
10
CMG icon
630
Chipotle Mexican Grill
CMG
$55.8B
$314 ﹤0.01%
8
-20
LAR
631
Lithium Argentina AG
LAR
$648M
$294 ﹤0.01%
88
OAKM
632
Oakmark U.S. Large Cap ETF
OAKM
$686M
$268 ﹤0.01%
10
FCEL icon
633
FuelCell Energy
FCEL
$252M
$234 ﹤0.01%
30
SNAP icon
634
Snap
SNAP
$13.1B
$200 ﹤0.01%
26
CDZI icon
635
Cadiz
CDZI
$399M
$165 ﹤0.01%
35
NKE icon
636
Nike
NKE
$102B
$139 ﹤0.01%
2
QGRO icon
637
American Century US Quality Growth ETF
QGRO
$2.02B
$114 ﹤0.01%
1
SDVY icon
638
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.73B
$114 ﹤0.01%
3
WBD icon
639
Warner Bros
WBD
$50.8B
$98 ﹤0.01%
5
-528
ONEW icon
640
OneWater Marine
ONEW
$261M
$95 ﹤0.01%
6
GSEW icon
641
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.34B
$85 ﹤0.01%
1
CROX icon
642
Crocs
CROX
$4.56B
$84 ﹤0.01%
1
RDNT icon
643
RadNet
RDNT
$6.2B
$76 ﹤0.01%
1
HIMX
644
Himax Technologies
HIMX
$1.53B
$62 ﹤0.01%
7
UAA icon
645
Under Armour
UAA
$2.05B
$55 ﹤0.01%
11
-534
SIRI icon
646
SiriusXM
SIRI
$7.32B
$47 ﹤0.01%
2
GENK icon
647
GEN Restaurant Group
GENK
$15.9M
$41 ﹤0.01%
15
DNUT icon
648
Krispy Kreme
DNUT
$690M
$31 ﹤0.01%
8
BYND icon
649
Beyond Meat
BYND
$1.42B
$19 ﹤0.01%
10
FNM.PRS
650
DELISTED
FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA)
FNM.PRS
-925