1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
+10.17%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$657M
AUM Growth
+$59.1M
(+9.9%)
Cap. Flow
-$3.36M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
29.13%
Holding
444
New
32
Increased
92
Reduced
122
Closed
26
Top Buys
Top Sells
| 1 |
Lowe's Companies
LOW
|
$7.62M |
| 2 |
Procter & Gamble
PG
|
$7.2M |
| 3 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$6.02M |
| 4 |
International Paper
IP
|
$5.42M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$4.14M |
Sector Composition
| 1 | Technology | 8.11% |
| 2 | Industrials | 7.67% |
| 3 | Financials | 5.75% |
| 4 | Healthcare | 5.75% |
| 5 | Consumer Staples | 5.6% |
