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
26
$1.16M 0.83%
49,740
+1,383
27
$1.12M 0.81%
24,864
+54
28
$1.05M 0.76%
11,098
-2,174
29
$1.05M 0.75%
3,155
-2,171
30
$1.01M 0.73%
8,783
-27
31
$1M 0.72%
11,093
-50
32
$927K 0.67%
11,548
-975
33
$905K 0.65%
5,552
-448
34
$873K 0.63%
5,541
-4
35
$873K 0.63%
362
-130
36
$867K 0.63%
2,140
-78
37
$854K 0.62%
6,915
-231
38
$831K 0.6%
11,284
-132
39
$829K 0.6%
39,608
+176
40
$796K 0.57%
1,729
-695
41
$784K 0.57%
5,827
-21
42
$770K 0.56%
62,371
-808
43
$763K 0.55%
4,984
+124
44
$752K 0.54%
9,646
-34
45
$747K 0.54%
19,022
-1,420
46
$746K 0.54%
6,169
+10
47
$744K 0.54%
30,039
+229
48
$728K 0.53%
14,852
+341
49
$706K 0.51%
6,020
-2,461
50
$702K 0.51%
6,694
+48
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