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
401
$17.2K 0.01%
86
+7
402
$17.1K 0.01%
680
403
$16.8K 0.01%
217
-39
404
$16.5K 0.01%
1,295
+5
405
$16.4K 0.01%
+31
406
$16.3K 0.01%
170
-199
407
$16.2K 0.01%
387
-145
408
$16.1K 0.01%
200
409
$16.1K 0.01%
2,727
410
$16K 0.01%
171
+8
411
$15.9K 0.01%
681
412
$15.8K 0.01%
288
413
$15.7K 0.01%
900
414
$15.7K 0.01%
192
415
$15.7K 0.01%
1,206
-60
416
$15.5K 0.01%
371
+50
417
$15.5K 0.01%
299
-101
418
$15.5K 0.01%
1,027
+439
419
$15.1K 0.01%
89
+14
420
$15K 0.01%
3,224
-1,003
421
$15K 0.01%
57
+4
422
$14.1K 0.01%
+337
423
$14K 0.01%
289
424
$13.9K 0.01%
2,126
425
$13.5K 0.01%
300
15 16
17
18 19