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 Ltd
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 6.99%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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677
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678
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679
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680
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683
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684
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686
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-1,705
687
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690
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691
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692
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693
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-9
695
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696
$0 ﹤0.01%
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