1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
-0.14%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$366M
AUM Growth
+$366M
(-0.62%)
Cap. Flow
+$359K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
163
New
4
Increased
65
Reduced
59
Closed
11
Top Buys
| 1 |
Royal Caribbean
RCL
|
$4.4M |
| 2 |
DuPont de Nemours
DD
|
$3.83M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.7M |
| 4 |
Philip Morris
PM
|
$1.62M |
| 5 |
Kohl's
KSS
|
$1.29M |
Top Sells
| 1 |
International Paper
IP
|
$3.65M |
| 2 |
Eaton
ETN
|
$3.53M |
| 3 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$2.23M |
| 4 |
BDCS
UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com
BDCS
|
$1.67M |
| 5 |
Halliburton
HAL
|
$1.05M |
Sector Composition
| 1 | Healthcare | 10.3% |
| 2 | Financials | 8.61% |
| 3 | Industrials | 7.14% |
| 4 | Energy | 6.86% |
| 5 | Consumer Staples | 6.84% |
