1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
-17.35%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$526M
AUM Growth
-$126M
(-19%)
Cap. Flow
-$2.22M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
32.78%
Holding
469
New
12
Increased
77
Reduced
142
Closed
63
Top Buys
| 1 |
Coca-Cola
KO
|
$5.38M |
| 2 |
AbbVie
ABBV
|
$4.4M |
| 3 |
A.O. Smith
AOS
|
$4.31M |
| 4 |
Starbucks
SBUX
|
$3.81M |
| 5 |
Medtronic
MDT
|
$3.63M |
Top Sells
| 1 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$6.96M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$6.95M |
| 3 |
Constellation Brands
STZ
|
$5.25M |
| 4 |
FedEx
FDX
|
$4.24M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$3.64M |
Sector Composition
| 1 | Healthcare | 9.93% |
| 2 | Technology | 9.45% |
| 3 | Industrials | 6.01% |
| 4 | Communication Services | 5.27% |
| 5 | Consumer Staples | 4.28% |
