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
376
$21K 0.02%
176
377
$20.6K 0.01%
325
+40
378
$20.4K 0.01%
400
379
$20.3K 0.01%
214
+11
380
$20.2K 0.01%
925
-115
381
$19.9K 0.01%
104
382
$19.8K 0.01%
520
383
$19.7K 0.01%
317
384
$19.7K 0.01%
436
-42
385
$19.7K 0.01%
28
+12
386
$19.5K 0.01%
130
387
$19.5K 0.01%
41
-10
388
$19.4K 0.01%
641
-1,448
389
$19.2K 0.01%
741
390
$19.2K 0.01%
649
391
$19K 0.01%
380
392
$18.8K 0.01%
147
393
$18.5K 0.01%
413
+13
394
$18.4K 0.01%
218
+12
395
$18.4K 0.01%
1,590
396
$17.9K 0.01%
1,235
-70
397
$17.8K 0.01%
479
398
$17.8K 0.01%
+31
399
$17.6K 0.01%
700
400
$17.3K 0.01%
148
14 15
16
17 18