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Michelle Johnston

@1620 Investment Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$138.709MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ARCCAres Capital Corp
Recent Activity
Increased 0.45%
0.6%
$829,388
39,608 shares@ $20.94 avg price
BXThe Blackstone Group Inc.
Recent Activity
Increased 2.56%
0.56%
$763,209
4,984 shares@ $153.14 avg price
RPMRpm International
Recent Activity
Increased 0.17%
0.54%
$746,449
6,169 shares@ $121.0 avg price
7596⤦Renaissancere Holdings Ltd Pfd F
Recent Activity
Increased 0.77%
0.54%
$744,066
30,039 shares@ $24.77 avg price
EPREpr Properties Reit
Recent Activity
Increased 2.35%
0.53%
$728,350
14,852 shares@ $49.05 avg price
IFFIntl Flavors & Fragrances Inc.
Recent Activity
Increased 0.73%
0.51%
$702,401
6,694 shares@ $104.93 avg price
STWDStarwood Ppty Tr Reit
Recent Activity
Increased 0.32%
0.5%
$692,777
33,993 shares@ $20.38 avg price
GDGenl Dynamics
Recent Activity
Increased 79.33%
0.49%
$676,321
2,238 shares@ $302.2 avg price
AVGOBroadcom Inc.
Recent Activity
Increased 585.09%
0.49%
$673,699
3,905 shares@ $172.53 avg price
INVHInvitation Homes Inc.
Recent Activity
Increased 2.16%
0.48%
$660,546
18,734 shares@ $35.26 avg price