1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+9.5%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$885M
AUM Growth
+$885M
(+7.9%)
Cap. Flow
-$1.27M
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
33.02%
Holding
514
New
35
Increased
103
Reduced
125
Closed
41
Top Buys
| 1 |
Freeport-McMoran
FCX
|
$8.42M |
| 2 |
Goldman Sachs
GS
|
$2.26M |
| 3 |
Medtronic
MDT
|
$2.03M |
| 4 |
Newmont
NEM
|
$1.17M |
| 5 |
Lazard
LAZ
|
$947K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$4.43M |
| 2 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$3.91M |
| 3 |
International Paper
IP
|
$2.54M |
| 4 |
AT&T
T
|
$1.31M |
| 5 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
$1.2M |
Sector Composition
| 1 | Technology | 13.19% |
| 2 | Healthcare | 12.19% |
| 3 | Financials | 6.49% |
| 4 | Consumer Staples | 5.61% |
| 5 | Communication Services | 3.67% |
