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Home > Institutional Investor > 1620 Investment Advisors, Inc. > Profile

Instuitional Investor - 1620 Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: 1620 Investment Advisors, Inc.
Portfolio Value $131,947,327
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 123,242 $4,037,399 3.05%
2.
Ishares Trust
 IEF 31,494 $2,911,638 2.2%
3.
Spdr Portfolio Short Term Treasury Etf
 99,730 $2,893,158 2.19%
4.
Tri-Continental Corp
 TY 89,044 $2,821,817 2.13%
5.
Spdr Msci Eafe Strategicfactors Etf
 37,416 $2,713,013 2.05%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)