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
501
$5.33K ﹤0.01%
30
502
$5.21K ﹤0.01%
48
+10
503
$5.12K ﹤0.01%
46
+8
504
$5.11K ﹤0.01%
65
505
$5.04K ﹤0.01%
293
506
$4.97K ﹤0.01%
+50
507
$4.83K ﹤0.01%
20
508
$4.83K ﹤0.01%
+46
509
$4.83K ﹤0.01%
+180
510
$4.82K ﹤0.01%
64
+4
511
$4.74K ﹤0.01%
81
512
$4.71K ﹤0.01%
1,100
513
$4.59K ﹤0.01%
34
+4
514
$4.54K ﹤0.01%
150
515
$4.51K ﹤0.01%
+22
516
$4.23K ﹤0.01%
+9
517
$4K ﹤0.01%
+40
518
$3.95K ﹤0.01%
15
-15
519
$3.88K ﹤0.01%
150
520
$3.79K ﹤0.01%
1,331
521
$3.7K ﹤0.01%
+10
522
$3.67K ﹤0.01%
30
+10
523
$3.62K ﹤0.01%
270
524
$3.6K ﹤0.01%
3,600
525
$3.42K ﹤0.01%
39
19 20
21
22 23