1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
+5.62%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$773M
AUM Growth
+$22.7M
(+3%)
Cap. Flow
-$19.5M
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
31.35%
Holding
514
New
53
Increased
90
Reduced
140
Closed
48
Top Buys
| 1 |
Costco
COST
|
$10.6M |
| 2 |
Crown Castle
CCI
|
$9.29M |
| 3 |
Walmart
WMT
|
$5.68M |
| 4 |
VanEck Preferred Securities ex Financials ETF
PFXF
|
$4.39M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
$3.21M |
Top Sells
| 1 |
Intel
INTC
|
$8.81M |
| 2 |
Starbucks
SBUX
|
$6.5M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$6.01M |
| 4 |
Walt Disney
DIS
|
$5.77M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$5.38M |
Sector Composition
| 1 | Technology | 10.94% |
| 2 | Healthcare | 10.03% |
| 3 | Consumer Staples | 6.03% |
| 4 | Financials | 5.49% |
| 5 | Communication Services | 4.4% |
