1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+1.2%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$291M
AUM Growth
–
Cap. Flow
+$291M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.04%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$19.3M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$11.8M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$11.2M |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$7.44M |
| 5 |
Verizon
VZ
|
$6.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 10.46% |
| 2 | Energy | 9.33% |
| 3 | Financials | 8.18% |
| 4 | Consumer Staples | 7.23% |
| 5 | Healthcare | 7.22% |
