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
251
$76.2K 0.05%
922
-10
252
$75K 0.05%
452
+67
253
$74.8K 0.05%
762
+25
254
$74.1K 0.05%
630
-100
255
$72.2K 0.05%
787
-303
256
$71.2K 0.05%
400
-400
257
$71.2K 0.05%
633
+13
258
$70.9K 0.05%
+1,148
259
$70.3K 0.05%
1,592
+18
260
$68.8K 0.05%
866
261
$67.4K 0.05%
4,954
+30
262
$66.3K 0.05%
990
-12
263
$65.1K 0.05%
875
-123
264
$63.5K 0.05%
884
-679
265
$62.5K 0.05%
3,069
266
$61.6K 0.04%
1,542
+100
267
$61.2K 0.04%
234
+22
268
$60.4K 0.04%
1,211
-100
269
$59.3K 0.04%
609
+9
270
$59.1K 0.04%
200
-200
271
$58.7K 0.04%
3,502
+106
272
$56.5K 0.04%
229
+7
273
$55.6K 0.04%
3,000
274
$55K 0.04%
745
275
$53.7K 0.04%
10,919
-350
9 10
11
12 13