1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+5.05%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$686M
AUM Growth
+$686M
(+8.6%)
Cap. Flow
+$44.3M
Cap. Flow
% of AUM
6.46%
Top 10 Holdings %
Top 10 Hldgs %
34.06%
Holding
490
New
38
Increased
104
Reduced
107
Closed
66
Top Buys
| 1 |
Apple
AAPL
|
$17.7M |
| 2 |
First Trust Emerging Markets Local Currency Bond ETF
FEMB
|
$7.23M |
| 3 |
Southern Company
SO
|
$6.52M |
| 4 |
Gen Digital
GEN
|
$3.22M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$2.4M |
Top Sells
| 1 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$5.16M |
| 2 |
TJX Companies
TJX
|
$3.85M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$3.54M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.54M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.35M |
Sector Composition
| 1 | Technology | 11.37% |
| 2 | Healthcare | 10.22% |
| 3 | Communication Services | 4.94% |
| 4 | Consumer Staples | 4.37% |
| 5 | Financials | 4.12% |