Michelle Johnston

@1620 Investment Advisors, Inc.

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$138.709M

Total holdings705

Assets growth rate6.27%

Assets growth rate (2-Q avg)18.74%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in 1620 Investment Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 705 positions.

Assets under management

The assets under management (AUM) of 1620 Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 138.709M in assets, with a quarterly growth rate of 6.27% and a 2-quarter average growth rate of 18.74%. The portfolio is managed by Michelle Johnston, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPIBSpdr Portfolio Intrmdt Term Corp Bd Etf Recent Activity Increased 2.1%	3.08%	$4.261M 126,395 shares@ $33.71 avg price	Increased 2.1%
IEFIshares 7-10 Year Treasury Bond Etf Recent Activity Increased 0.7%	2.52%	$3.485M 35,519 shares@ $98.12 avg price	Increased 0.7%
QEFASpdr Msci Eafe Strategicfactors Etf Recent Activity Increased 0.77%	2.49%	$3.444M 42,796 shares@ $80.49 avg price	Increased 0.77%
AAPLApple Inc Recent Activity Increased 0.47%	1.63%	$2.249M 9,654 shares@ $233.02 avg price	Increased 0.47%
IGSBIshares Short-term Corporate Bond Etf Recent Activity Increased 3.89%	1.52%	$2.103M 39,927 shares@ $52.66 avg price	Increased 3.89%
FRDMFreedom 100 Emerging Markets Etf Recent Activity Increased 1.33%	1.44%	$1.99M 55,630 shares@ $35.78 avg price	Increased 1.33%
ITMVaneck Vectors Amt-free Intermediate Mun I Recent Activity Increased 0.71%	1.05%	$1.443M 30,744 shares@ $46.96 avg price	Increased 0.71%
ANGLVaneck Vectors Fallen Angel Hiyld Bd Etf Recent Activity Increased 1.2%	1.03%	$1.423M 48,370 shares@ $29.41 avg price	Increased 1.2%
JHPIJohn Hancock Preferred Income Etf Recent Activity Increased 2.86%	0.84%	$1.156M 49,740 shares@ $23.25 avg price	Increased 2.86%
GLWCorning Inc Recent Activity Increased 0.22%	0.81%	$1.123M 24,864 shares@ $45.15 avg price	Increased 0.22%