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
351
$28.4K 0.02%
565
352
$27.8K 0.02%
711
353
$27.7K 0.02%
140
354
$27.5K 0.02%
196
355
$26.8K 0.02%
+995
356
$26.3K 0.02%
676
357
$26.2K 0.02%
30
+2
358
$25.8K 0.02%
1,015
359
$25.4K 0.02%
342
360
$25.2K 0.02%
250
361
$25.2K 0.02%
960
-70
362
$25K 0.02%
958
363
$24.8K 0.02%
43
-23
364
$24.6K 0.02%
275
365
$24.1K 0.02%
278
-5
366
$24.1K 0.02%
292
367
$23.8K 0.02%
+672
368
$23.5K 0.02%
379
369
$23.4K 0.02%
259
-935
370
$23.3K 0.02%
950
+180
371
$23K 0.02%
610
-175
372
$21.9K 0.02%
21
+1
373
$21.5K 0.02%
+590
374
$21.2K 0.02%
385
+7
375
$21.1K 0.02%
806
13 14
15
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