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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 $91,515,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 109,006 $3,578,651 3.91%
2.
Ishares Trust
 IEF 33,573 $3,236,123 3.53%
3.
Spdr Index Shs Fds
 40,342 $2,948,161 3.22%
4.
Tri-Continental Corp
 TY 87,228 $2,514,776 2.74%
5.
Ishares Tr
 20,584 $2,170,171 2.37%
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)