1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+2.73%
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
(+5.3%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
27.62%
Holding
182
New
12
Increased
65
Reduced
63
Closed
9
Top Buys
| 1 |
Home Depot
HD
|
$4.54M |
| 2 |
Whirlpool
WHR
|
$3.68M |
| 3 |
Pentair
PNR
|
$3.59M |
| 4 |
Delta Air Lines
DAL
|
$3.54M |
| 5 |
AGN
Allergan plc
AGN
|
$2.12M |
Top Sells
| 1 |
Royal Caribbean
RCL
|
$5.04M |
| 2 |
Walt Disney
DIS
|
$3.2M |
| 3 |
Wells Fargo
WFC
|
$2.4M |
| 4 |
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
|
$1.3M |
| 5 |
Bank of America
BAC
|
$1.23M |
Sector Composition
| 1 | Healthcare | 10.58% |
| 2 | Industrials | 8.87% |
| 3 | Technology | 6.02% |
| 4 | Consumer Staples | 5.76% |
| 5 | Financials | 5.51% |
