1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+16.01%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$632M
AUM Growth
+$632M
(+20%)
Cap. Flow
+$26.1M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
34.4%
Holding
478
New
72
Increased
102
Reduced
102
Closed
26
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$7.29M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$4.73M |
| 3 |
Bristol-Myers Squibb
BMY
|
$4.22M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$4.04M |
| 5 |
Dow Inc
DOW
|
$3.58M |
Top Sells
| 1 |
A.O. Smith
AOS
|
$6.56M |
| 2 |
Lowe's Companies
LOW
|
$6.49M |
| 3 |
Boeing
BA
|
$4.97M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.65M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.47M |
Sector Composition
| 1 | Technology | 10.71% |
| 2 | Healthcare | 10.42% |
| 3 | Communication Services | 5.4% |
| 4 | Consumer Staples | 4.49% |
| 5 | Industrials | 4.2% |
