1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+5.76%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$635M
AUM Growth
+$635M
(+18%)
Cap. Flow
+$68.7M
Cap. Flow
% of AUM
10.82%
Top 10 Holdings %
Top 10 Hldgs %
26.38%
Holding
482
New
296
Increased
87
Reduced
44
Closed
20
Top Buys
| 1 |
Philip Morris
PM
|
$5.55M |
| 2 |
SPDR ICE Preferred Securities ETF
PSK
|
$4.92M |
| 3 |
Lowe's Companies
LOW
|
$4.37M |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
$4.14M |
| 5 |
Fidelity National Information Services
FIS
|
$4.11M |
Top Sells
| 1 |
Hanesbrands
HBI
|
$3.08M |
| 2 |
Marriott International Class A Common Stock
MAR
|
$2.79M |
| 3 |
Nucor
NUE
|
$1.24M |
| 4 |
Home Depot
HD
|
$1.19M |
| 5 |
GE Aerospace
GE
|
$1M |
Sector Composition
| 1 | Technology | 8.23% |
| 2 | Healthcare | 8.06% |
| 3 | Financials | 7.07% |
| 4 | Industrials | 6.13% |
| 5 | Consumer Discretionary | 5.79% |
