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
51
$693K 0.5%
33,993
+107
52
$689K 0.5%
15,087
-18
53
$676K 0.49%
2,238
+990
54
$674K 0.49%
3,905
-1,795
55
$661K 0.48%
18,734
+395
56
$647K 0.47%
13,429
+92
57
$636K 0.46%
8,440
-202
58
$633K 0.46%
17,218
+106
59
$633K 0.46%
6,126
+35
60
$632K 0.46%
31,178
-917
61
$628K 0.45%
3,373
+100
62
$627K 0.45%
26,431
+210
63
$621K 0.45%
31,632
-114
64
$619K 0.45%
2,402
+4
65
$614K 0.44%
7,910
-38
66
$612K 0.44%
27,711
+34
67
$611K 0.44%
19,378
+177
68
$610K 0.44%
69,868
-595
69
$604K 0.44%
6,227
+1,204
70
$593K 0.43%
7,342
+90
71
$589K 0.43%
6,128
+104
72
$569K 0.41%
12,245
+672
73
$566K 0.41%
25,740
-509
74
$562K 0.41%
6,242
+94
75
$555K 0.4%
19,184
-145
1 2
3
4 5