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
$139M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$326K
3
+$299K
4
BNS icon
Scotiabank
BNS
+$250K
5
VFC icon
VF Corp
VFC
+$233K

Top Sells

1
+$720K
2
+$408K
3
+$402K
4
SLB icon
SLB Limited
SLB
+$320K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$320K

Sector Composition

1 Technology 12.24%
2 Financials 7.96%
3 Consumer Discretionary 7.53%
4 Healthcare 6.96%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$96.2K 0.07%
3,456
-200
227
$95.7K 0.07%
293
228
$95K 0.07%
504
+13
229
$94.8K 0.07%
1,348
+25
230
$93.5K 0.07%
470
+104
231
$92.3K 0.07%
1,415
+406
232
$90.7K 0.07%
163
-163
233
$90.1K 0.07%
1,254
-3,716
234
$89.5K 0.06%
278
-63
235
$87.5K 0.06%
1,648
+2
236
$86.7K 0.06%
2,428
+28
237
$83.2K 0.06%
507
+34
238
$82.8K 0.06%
2,073
-948
239
$81.9K 0.06%
298
+17
240
$81.8K 0.06%
176
+7
241
$80.9K 0.06%
779
-645
242
$79K 0.06%
1,200
-1,200
243
$78.1K 0.06%
758
244
$77.8K 0.06%
88
+2
245
$77.6K 0.06%
1,408
+97
246
$77.5K 0.06%
624
+20
247
$77K 0.06%
287
-367
248
$76.9K 0.06%
2,994
+73
249
$76.4K 0.06%
912
250
$76.3K 0.06%
494
-22
8 9
10
11 12