1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+7.22%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$652M
AUM Growth
+$652M
(-5.3%)
Cap. Flow
-$84.3M
Cap. Flow
% of AUM
-12.93%
Top 10 Holdings %
Top 10 Hldgs %
30.85%
Holding
511
New
49
Increased
76
Reduced
151
Closed
54
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.82M |
| 2 |
Broadcom
AVGO
|
$5.85M |
| 3 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$1.71M |
| 4 |
Royal Caribbean
RCL
|
$1.63M |
| 5 |
American Express
AXP
|
$1.6M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$8.68M |
| 2 |
Kohl's
KSS
|
$8.57M |
| 3 |
Lincoln National
LNC
|
$5.01M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$4.68M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$4.14M |
Sector Composition
| 1 | Technology | 8.34% |
| 2 | Healthcare | 8.25% |
| 3 | Industrials | 5.43% |
| 4 | Communication Services | 5.04% |
| 5 | Financials | 4.75% |
