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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
EMR icon
151
Emerson Electric
EMR
$80.1B
$213K 0.14%
1,623
-6
ADI icon
152
Analog Devices
ADI
$204B
$212K 0.14%
666
-5
BKLN icon
153
Invesco Senior Loan ETF
BKLN
$7.12B
$211K 0.14%
10,357
GXO icon
154
GXO Logistics
GXO
$5.72B
$209K 0.14%
4,036
-55
RRX icon
155
Regal Rexnord
RRX
$14.1B
$209K 0.14%
1,116
+95
ENB icon
156
Enbridge
ENB
$123B
$209K 0.14%
3,852
+50
MKSI icon
157
MKS Inc
MKSI
$24B
$204K 0.14%
888
-5
HXL icon
158
Hexcel
HXL
$7.37B
$203K 0.14%
2,512
-23
TCMD icon
159
Tactile Systems Technology
TCMD
$593M
$203K 0.14%
7,777
-231
CVS icon
160
CVS Health
CVS
$130B
$196K 0.13%
2,730
+47
V icon
161
Visa
V
$613B
$195K 0.13%
644
+142
CIEN icon
162
Ciena
CIEN
$63.1B
$195K 0.13%
501
-388
COHR icon
163
Coherent
COHR
$75.3B
$194K 0.13%
815
-944
MLR icon
164
Miller Industries
MLR
$554M
$189K 0.13%
4,156
+95
FANG icon
165
Diamondback Energy
FANG
$54B
$186K 0.13%
940
-12
AXP icon
166
American Express
AXP
$222B
$181K 0.12%
600
-8
AVDE icon
167
Avantis International Equity ETF
AVDE
$16.7B
$180K 0.12%
2,122
-85
DELL icon
168
Dell
DELL
$256B
$180K 0.12%
1,096
+8
SOLS
169
Solstice Advanced Materials
SOLS
$13.2B
$179K 0.12%
2,350
-4
CFR icon
170
Cullen/Frost Bankers
CFR
$9.29B
$178K 0.12%
1,295
-3
COCO icon
171
Vita Coco
COCO
$4.62B
$176K 0.12%
3,678
-43
MU icon
172
Micron Technology
MU
$1.11T
$175K 0.12%
518
-709
AJG icon
173
Arthur J. Gallagher & Co
AJG
$56.2B
$175K 0.12%
808
NVDA icon
174
NVIDIA
NVDA
$4.97T
$172K 0.12%
986
CGNX icon
175
Cognex
CGNX
$10.6B
$172K 0.12%
3,505
-20
5 6
7
8 9