1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
-11.5%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$597M
AUM Growth
+$597M
(-13%)
Cap. Flow
-$2.15M
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
27.42%
Holding
435
New
26
Increased
84
Reduced
134
Closed
23
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$8.51M |
| 2 |
FedEx
FDX
|
$6.35M |
| 3 |
3M
MMM
|
$4.8M |
| 4 |
Kohl's
KSS
|
$3.92M |
| 5 |
Bank of America
BAC
|
$3.78M |
Top Sells
| 1 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
$6.59M |
| 2 |
AGN
Allergan plc
AGN
|
$6.08M |
| 3 |
IBM
IBM
|
$5.73M |
| 4 |
Invesco KBW Regional Banking ETF
KBWR
|
$4.88M |
| 5 |
Citigroup
C
|
$4.03M |
Sector Composition
| 1 | Technology | 7.82% |
| 2 | Industrials | 7.2% |
| 3 | Financials | 5.69% |
| 4 | Consumer Staples | 5.57% |
| 5 | Healthcare | 5.23% |