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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
SPIBSpdr Portfolio Intrmdt Term Corp Bd Etf
Recent Activity
Increased 2.1%
3.08%
$4.261M
126,395 shares@ $33.71 avg price
IEFIshares 7-10 Year Treasury Bond Etf
Recent Activity
Increased 0.7%
2.52%
$3.485M
35,519 shares@ $98.12 avg price
QEFASpdr Msci Eafe Strategicfactors Etf
Recent Activity
Increased 0.77%
2.49%
$3.444M
42,796 shares@ $80.49 avg price
7846⤦Spdr S&p 600 Small Cap Etf
Recent Activity
2.49%
$3.444M
31 shares@ $111105.04 avg price
TYTri Continental Corporation
Recent Activity
Decreased -1.63%
2.11%
$2.921M
88,399 shares@ $33.05 avg price
SPTSSpdr Ptf Short-term Treasury Etf
Recent Activity
Decreased -1.05%
2.08%
$2.878M
97,849 shares@ $29.42 avg price
AAPLApple Inc
Recent Activity
Increased 0.47%
1.63%
$2.249M
9,654 shares@ $233.02 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -15.27%
1.61%
$2.231M
10,581 shares@ $210.87 avg price
TJXTjx Companies Inc
Recent Activity
Decreased -3.95%
1.58%
$2.181M
18,553 shares@ $117.55 avg price
SUBIshares Short Term Ntnl Muni Bond Etf
Recent Activity
Decreased -10.57%
1.54%
$2.132M
20,076 shares@ $106.19 avg price