1IA
1620 Investment Advisors Portfolio holdings
AUM
$150M
1-Year Est. Return
17.32%
This Fund
S&P 500
1 Year Est. Return
+17.32%
AUM
$150M
AUM Growth
+$2.75M
(+1.9%)
Holding
678
Top Buys
| 1 | +$2.91M | |
| 2 | +$483K | |
| 3 | +$459K | |
| 4 |
ScottsMiracle-Gro
SMG
|
+$422K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$294K |
Top Sells
| 1 | +$723K | |
| 2 | +$425K | |
| 3 | +$310K | |
| 4 |
DuPont de Nemours
DD
|
+$309K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
676
Werner Enterprises
WERN
$1.65B
| – | – |
-105
|
|
||
677
Wendy's
WEN
$1.36B
| – | – |
-50
|
|
||
|
PRMB
678
Primo Brands
PRMB
$7.54B
| – | – |
-2,460
|
|