1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
+1.17%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$638M
AUM Growth
+$52.9M
(+9%)
Cap. Flow
+$47.4M
Cap. Flow
% of AUM
7.43%
Top 10 Holdings %
Top 10 Hldgs %
27.46%
Holding
487
New
32
Increased
73
Reduced
120
Closed
61
Top Buys
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$7.28M |
| 2 |
Delta Air Lines
DAL
|
+$7.07M |
| 3 |
J.M. Smucker
SJM
|
+$6.58M |
| 4 |
Fidelity National Information Services
FIS
|
+$4.44M |
| 5 |
Morgan Stanley
MS
|
+$3.74M |
Sector Composition
| 1 | Technology | 8.19% |
| 2 | Consumer Staples | 6.04% |
| 3 | Healthcare | 5.77% |
| 4 | Financials | 5.7% |
| 5 | Consumer Discretionary | 5.42% |
