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
451
$10K 0.01%
444
452
$10K 0.01%
117
453
$10K 0.01%
144
+19
454
$10K 0.01%
681
455
$9.61K 0.01%
39
+3
456
$9.54K 0.01%
161
-118
457
$9.42K 0.01%
456
458
$9.18K 0.01%
375
459
$8.93K 0.01%
33
+4
460
$8.53K 0.01%
450
+250
461
$8.38K 0.01%
100
462
$8.23K 0.01%
16
+4
463
$8.21K 0.01%
179
464
$7.61K 0.01%
206
465
$7.52K 0.01%
29
+4
466
$7.49K 0.01%
190
+80
467
$7.43K 0.01%
97
468
$7.41K 0.01%
245
469
$7.38K 0.01%
39
+4
470
$7.28K 0.01%
536
471
$7.25K 0.01%
820
472
$7.14K 0.01%
330
473
$7.11K 0.01%
380
474
$7.03K 0.01%
351
+140
475
$6.99K 0.01%
51
+5
17 18
19
20 21