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
301
$46.4K 0.03%
170
+11
302
$46.1K 0.03%
330
303
$46K 0.03%
222
-16
304
$45.7K 0.03%
2,598
-235
305
$44K 0.03%
14,961
+600
306
$43.1K 0.03%
258
+54
307
$43K 0.03%
1,560
308
$42.5K 0.03%
55
+2
309
$42.2K 0.03%
1,373
-3,180
310
$41.8K 0.03%
1,374
311
$41.7K 0.03%
506
+6
312
$41.4K 0.03%
142
313
$40.8K 0.03%
185
-50
314
$40.6K 0.03%
1,620
315
$40.5K 0.03%
144
+138
316
$40.5K 0.03%
649
317
$40.3K 0.03%
560
318
$39.6K 0.03%
714
+6
319
$39.4K 0.03%
188
-263
320
$39K 0.03%
121
+99
321
$38K 0.03%
800
322
$37.4K 0.03%
358
+9
323
$37.3K 0.03%
791
324
$36.9K 0.03%
1,304
325
$36.3K 0.03%
675
-11
11 12
13
14 15