1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+2.65%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$461M
AUM Growth
+$461M
(-0.02%)
Cap. Flow
-$9.61M
Cap. Flow
% of AUM
-2.09%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
180
New
7
Increased
57
Reduced
60
Closed
14
Top Buys
| 1 |
Morgan Stanley
MS
|
$5.05M |
| 2 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
$2.93M |
| 3 |
Exxon Mobil
XOM
|
$2.01M |
| 4 |
Bristol-Myers Squibb
BMY
|
$1.62M |
| 5 |
Union Pacific
UNP
|
$1.16M |
Top Sells
| 1 |
CVS Health
CVS
|
$5.2M |
| 2 |
Delta Air Lines
DAL
|
$3.54M |
| 3 |
Bank of America
BAC
|
$3.44M |
| 4 |
Whirlpool
WHR
|
$2.94M |
| 5 |
Microchip Technology
MCHP
|
$2.2M |
Sector Composition
| 1 | Healthcare | 9.13% |
| 2 | Industrials | 8.73% |
| 3 | Technology | 6.37% |
| 4 | Financials | 5.64% |
| 5 | Consumer Staples | 5.56% |
