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1IA

1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+0.69%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
-$1.29M
Cap. Flow
+$253K
Cap. Flow %
0.19%
Top 10 Hldgs %
21.46%
Holding
730
New
30
Increased
170
Reduced
170
Closed
43

Top Buys

Rank Stock Value
1
GLPI icon
Gaming and Leisure Properties
GLPI
+$448K
2
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$446K
3
LEA icon
Lear
LEA
+$421K
4
NVDA icon
NVIDIA
NVDA
+$401K
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$339K

Top Sells

Rank Stock Value
1
GLW icon
Corning
GLW
+$593K
2
NOC icon
Northrop Grumman
NOC
+$489K
3
IFF icon
International Flavors & Fragrances
IFF
+$428K
4
SPG icon
Simon Property Group
SPG
+$349K
5
IBM icon
IBM
IBM
+$343K

Sector Composition

Rank Sector Weight
1 Technology 11.28%
2 Financials 11.25%
3 Healthcare 7.82%
4 Consumer Discretionary 7.58%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RRX icon
251
Regal Rexnord
RRX
$11.9B
$74K 0.06%
650
+2
+0.3% +$278
CGNX icon
252
Cognex
CGNX
$11.3B
$72.7K 0.06%
+2,437
New +$85.8K
EPAM icon
253
EPAM Systems
EPAM
$5.03B
$71.8K 0.05%
425
-3
-0.7% -$662
MTB icon
254
M&T Bank
MTB
$36.2B
$71.5K 0.05%
400
– –
RPD icon
255
Rapid7
RPD
$773M
$71.2K 0.05%
2,687
-14
-0.5% -$476
TEX icon
256
Terex
TEX
$7.74B
$70.9K 0.05%
1,877
-83
-4% -$3.62K
FIS icon
257
Fidelity National Information Services
FIS
$22.1B
$70.4K 0.05%
943
– –
GE icon
258
GE Aerospace
GE
$384B
$70K 0.05%
350
– –
LKQ icon
259
LKQ Corp
LKQ
$6.29B
$70K 0.05%
1,645
+50
+3% +$1.98K
EQIX icon
260
Equinix
EQIX
$103B
$69.8K 0.05%
86
-2
-2% -$1.8K
META icon
261
Meta Platforms (Facebook)
META
$1.51T
$69.2K 0.05%
120
+5
+4% +$3.23K
SBUX icon
262
Starbucks
SBUX
$120B
$68.5K 0.05%
698
– –
VCSH icon
263
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$68.4K 0.05%
866
– –
ARRY icon
264
Array Technologies
ARRY
$855M
$68K 0.05%
13,971
-12
-0.1% -$77
CGXU icon
265
Capital Group International Focus Equity ETF
CGXU
$6.55B
$66.9K 0.05%
2,731
-298
-10% -$7.62K
CRUS icon
266
Cirrus Logic
CRUS
$6.26B
$66.3K 0.05%
665
+24
+4% +$2.47K
PSMT icon
267
Pricesmart
PSMT
$5.46B
$66.2K 0.05%
754
-44
-6% -$3.92K
CRWD icon
268
CrowdStrike
CRWD
$218B
$66.1K 0.05%
748
+172
+30% +$16.4K
AMPH icon
269
Amphastar Pharmaceuticals
AMPH
$916M
$66K 0.05%
2,277
-11
-0.5% -$351
OGS icon
270
ONE Gas
OGS
$5.04B
$63.9K 0.05%
845
– –
IWV icon
271
iShares Russell 3000 ETF
IWV
$20.4B
$62.9K 0.05%
198
-95
-32% -$31.9K
KO icon
272
Coca-Cola
KO
$375B
$62K 0.05%
865
-59
-6% -$3.94K
PR
273
Permian Resources
PR
$16.9B
$61.4K 0.05%
4,436
– –
ESS icon
274
Essex Property Trust
ESS
$18.5B
$61.3K 0.05%
200
– –
TBUX icon
275
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.31B
$61.2K 0.05%
1,234
+3
+0.2% +$149
9 10
11
12 13

Similar funds

CCW
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FC
Fore Capital New York $162M AUM 14.69% 1-Year Est. Return
GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM
FPWM
Five Pine Wealth Management Coeur D Alene, Idaho $161M AUM 12.87% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
RCWM
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
AXA
Accel XI Associates Palo Alto, California $162M AUM

1620 Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, 1620 Investment Advisors held 730 positions worth $131M, down 0.98% from $132M the previous quarter. Its ten largest holdings account for 21% of the portfolio.

1620 Investment Advisors's Q1 2025 filing shows 30 new, 170 increased, 170 reduced and 43 closed positions. Its largest new stake was Gaming and Leisure Properties: 9,121 shares worth $464K. The largest sale was Corning, an estimated $593K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 14% a quarter earlier, followed by Financials and Healthcare.

  • 1620 Investment Advisors's largest Q1 2025 buy was Gaming and Leisure Properties: 9,121 shares worth $464K.
  • 1620 Investment Advisors added most to Janus Henderson Securitized Income ETF in Q1 2025, an estimated $446K increase.
  • 1620 Investment Advisors's biggest Q1 2025 reduction was Corning, cutting an estimated $593K.
  • 1620 Investment Advisors fully exited Everpure Inc in Q1 2025, selling an estimated $126K.
  • 1620 Investment Advisors's ten largest holdings make up 21% of its $131M portfolio in Q1 2025.
  • 1620 Investment Advisors opened 30 new positions and closed 43 in Q1 2025.
  • 1620 Investment Advisors's portfolio value fell 0.98% quarter-over-quarter to $131M.

Based on 1620 Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.