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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
TER icon
176
Teradyne
TER
$63.1B
$169K 0.11%
570
-230
COMP icon
177
Compass
COMP
$6.42B
$168K 0.11%
22,965
+1,740
SSNC icon
178
SS&C Technologies
SSNC
$16.3B
$167K 0.11%
2,467
+756
DOV icon
179
Dover
DOV
$29.3B
$162K 0.11%
777
-3
FIS icon
180
Fidelity National Information Services
FIS
$20.3B
$161K 0.11%
3,441
-106
WDAY icon
181
Workday
WDAY
$32.3B
$160K 0.11%
1,232
+1,216
FTS icon
182
Fortis
FTS
$29B
$157K 0.11%
2,806
+91
UNH icon
183
UnitedHealth
UNH
$371B
$156K 0.11%
578
AEP icon
184
American Electric Power
AEP
$70.3B
$155K 0.1%
1,181
TBUX icon
185
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.15B
$147K 0.1%
2,946
+414
EBC icon
186
Eastern Bankshares
EBC
$4.46B
$146K 0.1%
7,468
+376
FOUR icon
187
Shift4
FOUR
$3.27B
$146K 0.1%
3,331
+116
GNRC icon
188
Generac Holdings
GNRC
$15.4B
$144K 0.1%
738
-9
LMT icon
189
Lockheed Martin
LMT
$125B
$143K 0.1%
237
-4
GRC icon
190
Gorman-Rupp
GRC
$2.23B
$143K 0.1%
2,304
+2
KR icon
191
Kroger
KR
$39.9B
$143K 0.1%
1,978
LLY icon
192
Eli Lilly
LLY
$1.01T
$141K 0.1%
153
-5
TOST icon
193
Toast
TOST
$14.4B
$140K 0.09%
5,290
+2,772
ADP icon
194
Automatic Data Processing
ADP
$90.4B
$139K 0.09%
685
AMKR icon
195
Amkor Technology
AMKR
$20.5B
$138K 0.09%
3,067
-2,752
POWI icon
196
Power Integrations
POWI
$4.37B
$136K 0.09%
2,657
-35
ETR icon
197
Entergy
ETR
$50.9B
$135K 0.09%
1,200
TWLO icon
198
Twilio
TWLO
$31B
$135K 0.09%
1,071
-8
GFS icon
199
GlobalFoundries
GFS
$44.6B
$134K 0.09%
3,019
+5
TTD icon
200
Trade Desk
TTD
$9.06B
$133K 0.09%
5,871
+4,104
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8
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