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
326
$35.6K 0.03%
442
-382
327
$35.4K 0.03%
545
328
$35.3K 0.03%
249
329
$35.2K 0.03%
771
+25
330
$35.2K 0.03%
708
331
$34.7K 0.03%
1,186
-40
332
$34.5K 0.02%
1,640
333
$34.1K 0.02%
573
334
$33.2K 0.02%
246
335
$33.2K 0.02%
1,450
336
$33K 0.02%
217
+4
337
$32.1K 0.02%
126
+3
338
$32K 0.02%
129
+4
339
$31.5K 0.02%
610
+21
340
$31.1K 0.02%
888
341
$31.1K 0.02%
805
342
$31K 0.02%
525
343
$31K 0.02%
876
-173
344
$30.4K 0.02%
1,163
345
$30K 0.02%
971
+133
346
$29.2K 0.02%
909
347
$29.2K 0.02%
75
+22
348
$29.2K 0.02%
59
+4
349
$28.9K 0.02%
375
+12
350
$28.9K 0.02%
600
12 13
14
15 16