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
426
$13.5K 0.01%
+250
427
$13.4K 0.01%
135
428
$13.1K 0.01%
1,000
429
$13.1K 0.01%
665
+1
430
$13K 0.01%
156
431
$12.9K 0.01%
1,200
432
$12.8K 0.01%
+365
433
$12.7K 0.01%
+62
434
$12.5K 0.01%
255
435
$12.5K 0.01%
124
436
$12.3K 0.01%
1,169
+43
437
$11.9K 0.01%
79
+3
438
$11.6K 0.01%
104
-1
439
$11.6K 0.01%
450
440
$11.4K 0.01%
256
+18
441
$11.3K 0.01%
140
442
$11.3K 0.01%
31
443
$10.9K 0.01%
173
+32
444
$10.6K 0.01%
98
445
$10.6K 0.01%
456
446
$10.4K 0.01%
138
+28
447
$10.3K 0.01%
630
448
$10.2K 0.01%
6
449
$10.1K 0.01%
166
450
$10K 0.01%
80
-72
16 17
18
19 20