1IA

1620 Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
728
New
Increased
Reduced
Closed

Top Buys

1
+$305K
2
+$293K
3
+$291K
4
BNS icon
Scotiabank
BNS
+$223K
5
VFC icon
VF Corp
VFC
+$196K

Top Sells

1
+$663K
2
+$402K
3
+$396K
4
SLB icon
SLB Ltd
SLB
+$340K
5
MSFT icon
Microsoft
MSFT
+$309K

Sector Composition

1 Technology 12.24%
2 Financials 10.07%
3 Consumer Discretionary 7.53%
4 Healthcare 6.99%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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686
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$0 ﹤0.01%
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