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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
ORCL icon
101
Oracle
ORCL
$530B
$417K 0.28%
2,834
+167
RITM icon
102
Rithm Capital
RITM
$5.2B
$417K 0.28%
43,983
-863
EMBD icon
103
Global X Emerging Markets Bond ETF
EMBD
$257M
$416K 0.28%
17,770
+420
HAS icon
104
Hasbro
HAS
$11.9B
$409K 0.28%
4,369
STZ icon
105
Constellation Brands
STZ
$25.5B
$408K 0.28%
2,721
+105
SCHD icon
106
Schwab US Dividend Equity ETF
SCHD
$96.5B
$386K 0.26%
12,569
-1,253
APD icon
107
Air Products & Chemicals
APD
$62.7B
$382K 0.26%
1,315
+76
MO icon
108
Altria Group
MO
$120B
$373K 0.25%
5,653
OKE icon
109
Oneok
OKE
$57.1B
$371K 0.25%
4,103
-94
SKT icon
110
Tanger
SKT
$4.65B
$362K 0.25%
10,662
+313
Q
111
Qnity Electronics Inc
Q
$31.5B
$362K 0.25%
3,139
-68
ABT icon
112
Abbott
ABT
$154B
$352K 0.24%
3,431
-13
SMMD icon
113
iShares Russell 2500 ETF
SMMD
$3.49B
$352K 0.24%
4,611
-111
VFC icon
114
VF Corp
VFC
$6.91B
$350K 0.24%
20,591
+505
MNRO icon
115
Monro
MNRO
$479M
$349K 0.24%
21,777
-21,006
MELI icon
116
Mercado Libre
MELI
$80.6B
$344K 0.23%
199
+3
VLO icon
117
Valero Energy
VLO
$76.8B
$339K 0.23%
1,371
-4
SAM icon
118
Boston Beer
SAM
$1.89B
$338K 0.23%
1,469
+479
TMO icon
119
Thermo Fisher Scientific
TMO
$174B
$329K 0.22%
669
CUZ icon
120
Cousins Properties
CUZ
$4.77B
$326K 0.22%
14,461
+551
MRVL icon
121
Marvell Technology
MRVL
$245B
$325K 0.22%
3,279
-36
BNS icon
122
Scotiabank
BNS
$103B
$324K 0.22%
4,674
+17
DD icon
123
DuPont de Nemours
DD
$19.5B
$319K 0.22%
6,968
+1,089
JEPI icon
124
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
$313K 0.21%
5,519
+15
KMB icon
125
Kimberly-Clark
KMB
$34B
$301K 0.2%
3,124
-108
3 4
5
6 7