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
276
$53.5K 0.04%
549
+5
277
$52.9K 0.04%
475
278
$52.6K 0.04%
226
-32
279
$52.2K 0.04%
830
-25
280
$51.8K 0.04%
5,022
+30
281
$51.7K 0.04%
1,587
-58
282
$51K 0.04%
9,088
+425
283
$50.9K 0.04%
376
-137
284
$50.8K 0.04%
2,552
-110
285
$50.7K 0.04%
418
+248
286
$50.6K 0.04%
1,825
+180
287
$50.4K 0.04%
451
-80
288
$50.2K 0.04%
677
-65
289
$49.5K 0.04%
616
290
$49.4K 0.04%
428
-38
291
$49.4K 0.04%
505
292
$49K 0.04%
173
293
$48.9K 0.04%
2,138
+49
294
$48.5K 0.04%
1,028
-950
295
$48.2K 0.03%
427
296
$48.1K 0.03%
4,120
297
$47.8K 0.03%
2,834
-105
298
$46.8K 0.03%
391
299
$46.7K 0.03%
737
-63
300
$46.5K 0.03%
314
-20
10 11
12
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