1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
+0.84%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$689M
AUM Growth
+$25.5M
(+3.8%)
Cap. Flow
+$23.2M
Cap. Flow
% of AUM
3.37%
Top 10 Holdings %
Top 10 Hldgs %
29.85%
Holding
514
New
86
Increased
95
Reduced
127
Closed
51
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
+$8.94M |
| 2 |
BP
BP
|
+$4.75M |
| 3 |
Cisco
CSCO
|
+$3.23M |
| 4 |
Lowe's Companies
LOW
|
+$3.2M |
| 5 |
A.O. Smith
AOS
|
+$2.52M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
+$5.47M |
| 2 |
Occidental Petroleum
OXY
|
+$3.6M |
| 3 |
Delta Air Lines
DAL
|
+$1.85M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$1.21M |
| 5 |
Blackrock
BLK
|
+$924K |
Sector Composition
| 1 | Healthcare | 7.55% |
| 2 | Technology | 7.07% |
| 3 | Industrials | 6% |
| 4 | Financials | 5.51% |
| 5 | Communication Services | 5.28% |
