1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+5.06%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$369M
AUM Growth
+$369M
(+8.2%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
5.18%
Top 10 Holdings %
Top 10 Hldgs %
28.02%
Holding
172
New
20
Increased
70
Reduced
45
Closed
12
Top Buys
| 1 |
Apple
AAPL
|
$5.96M |
| 2 |
Comcast
CMCSA
|
$4.38M |
| 3 |
BP
BP
|
$2.66M |
| 4 |
Wynn Resorts
WYNN
|
$2.2M |
| 5 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$2.16M |
Top Sells
| 1 |
Emerson Electric
EMR
|
$3.35M |
| 2 |
Bank of Montreal
BMO
|
$3.26M |
| 3 |
Air Products & Chemicals
APD
|
$2.7M |
| 4 |
iShares Select U.S. REIT ETF
ICF
|
$2.37M |
| 5 |
JSN
NUVEEN EQUITY PREMIUM OPPORTUNITY FUND
JSN
|
$1.49M |
Sector Composition
| 1 | Energy | 9.78% |
| 2 | Technology | 8.86% |
| 3 | Industrials | 8.8% |
| 4 | Consumer Staples | 7.35% |
| 5 | Financials | 7.01% |
