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
551
$1.79K ﹤0.01%
35
+17
552
$1.76K ﹤0.01%
1,000
553
$1.74K ﹤0.01%
10
554
$1.74K ﹤0.01%
+5
555
$1.59K ﹤0.01%
+16
556
$1.59K ﹤0.01%
+3
557
$1.52K ﹤0.01%
+63
558
$1.52K ﹤0.01%
95
559
$1.51K ﹤0.01%
65
560
$1.48K ﹤0.01%
+46
561
$1.48K ﹤0.01%
82
-18
562
$1.47K ﹤0.01%
+8
563
$1.44K ﹤0.01%
75
564
$1.42K ﹤0.01%
+10
565
$1.41K ﹤0.01%
41
+11
566
$1.4K ﹤0.01%
+3
567
$1.36K ﹤0.01%
+11
568
$1.36K ﹤0.01%
+9
569
$1.35K ﹤0.01%
+7
570
$1.33K ﹤0.01%
+6
571
$1.3K ﹤0.01%
+7
572
$1.3K ﹤0.01%
+25
573
$1.3K ﹤0.01%
13
574
$1.28K ﹤0.01%
+6
575
$1.26K ﹤0.01%
+6
21 22
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