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
526
$3.4K ﹤0.01%
45
527
$3.27K ﹤0.01%
+200
528
$3.25K ﹤0.01%
+20
529
$3.16K ﹤0.01%
+19
530
$3.11K ﹤0.01%
120
531
$3.1K ﹤0.01%
30
532
$3K ﹤0.01%
8
-10
533
$2.95K ﹤0.01%
120
534
$2.95K ﹤0.01%
9
-234
535
$2.94K ﹤0.01%
200
+100
536
$2.93K ﹤0.01%
6
-836
537
$2.88K ﹤0.01%
50
538
$2.87K ﹤0.01%
+18
539
$2.78K ﹤0.01%
130
-200
540
$2.73K ﹤0.01%
25
541
$2.72K ﹤0.01%
+32
542
$2.43K ﹤0.01%
+19
543
$2.43K ﹤0.01%
+61
544
$2.15K ﹤0.01%
+2
545
$2.11K ﹤0.01%
+300
546
– –
0
547
$2.04K ﹤0.01%
+3
548
$2K ﹤0.01%
5
549
$1.97K ﹤0.01%
80
550
$1.94K ﹤0.01%
187
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