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
576
$1.25K ﹤0.01%
+2
577
$1.24K ﹤0.01%
+6
578
$1.2K ﹤0.01%
+7
579
$1.19K ﹤0.01%
+5
580
$1.18K ﹤0.01%
+1
581
$1.17K ﹤0.01%
+2
582
$1.17K ﹤0.01%
+16
583
$1.17K ﹤0.01%
+9
584
$1.16K ﹤0.01%
+20
585
$1.15K ﹤0.01%
+5
586
$1.14K ﹤0.01%
60
587
$1.13K ﹤0.01%
+11
588
$1.12K ﹤0.01%
17
-1,039
589
$1.1K ﹤0.01%
+2
590
$1.09K ﹤0.01%
+4
591
$1.08K ﹤0.01%
+6
592
$1.08K ﹤0.01%
+1
593
$1.06K ﹤0.01%
+2
594
$1.05K ﹤0.01%
24
595
$1.04K ﹤0.01%
+4
596
$1.04K ﹤0.01%
+7
597
$1.03K ﹤0.01%
+3
598
$1.02K ﹤0.01%
+5
599
$1.01K ﹤0.01%
+38
600
$994 ﹤0.01%
15
22 23
24
25 26