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
626
$802 ﹤0.01%
+7
627
$773 ﹤0.01%
+22
628
$765 ﹤0.01%
+5
629
$759 ﹤0.01%
+2
630
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+17
631
$743 ﹤0.01%
+6
632
$742 ﹤0.01%
+3
633
$741 ﹤0.01%
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634
$735 ﹤0.01%
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635
$732 ﹤0.01%
+300
636
$712 ﹤0.01%
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637
$704 ﹤0.01%
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638
$686 ﹤0.01%
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$637 ﹤0.01%
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$619 ﹤0.01%
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$588 ﹤0.01%
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$584 ﹤0.01%
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646
$570 ﹤0.01%
50
647
$548 ﹤0.01%
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648
$544 ﹤0.01%
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649
$529 ﹤0.01%
+8
650
$510 ﹤0.01%
+8
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