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
476
$6.9K 0.01%
+62
477
$6.86K ﹤0.01%
38
+30
478
$6.83K ﹤0.01%
29
+9
479
$6.69K ﹤0.01%
333
480
$6.58K ﹤0.01%
+123
481
$6.57K ﹤0.01%
226
482
$6.44K ﹤0.01%
67
483
$6.44K ﹤0.01%
+44
484
$6.42K ﹤0.01%
778
-8,279
485
$6.37K ﹤0.01%
22
486
$6.26K ﹤0.01%
18
+5
487
$6.23K ﹤0.01%
+38
488
$6.12K ﹤0.01%
76
489
$6.11K ﹤0.01%
100
490
$6.06K ﹤0.01%
21
491
$6.02K ﹤0.01%
118
-24
492
$6.02K ﹤0.01%
46
-10
493
$5.98K ﹤0.01%
240
494
$5.97K ﹤0.01%
300
495
$5.93K ﹤0.01%
258
-2
496
$5.79K ﹤0.01%
98
497
$5.75K ﹤0.01%
45
+7
498
$5.75K ﹤0.01%
60
499
$5.56K ﹤0.01%
98
+40
500
$5.43K ﹤0.01%
35
+7
18 19
20
21 22