1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+2.22%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$663M
AUM Growth
+$6.89M
(+1%)
Cap. Flow
-$9.31M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
30.48%
Holding
467
New
51
Increased
103
Reduced
102
Closed
31
Top Buys
| 1 |
UnitedHealth
UNH
|
$7.61M |
| 2 |
Dow Inc
DOW
|
$5.66M |
| 3 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$2.9M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$2.81M |
| 5 |
Kohl's
KSS
|
$2.74M |
Top Sells
| 1 |
PepsiCo
PEP
|
$8.5M |
| 2 |
DuPont de Nemours
DD
|
$8.11M |
| 3 |
Qualcomm
QCOM
|
$7.86M |
| 4 |
Honeywell
HON
|
$5.85M |
| 5 |
Cisco
CSCO
|
$5.73M |
Sector Composition
| 1 | Healthcare | 7.21% |
| 2 | Technology | 6.64% |
| 3 | Industrials | 5.97% |
| 4 | Financials | 5.95% |
| 5 | Communication Services | 5.08% |
