1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+4.76%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$305M
AUM Growth
+$305M
(+4.6%)
Cap. Flow
+$818K
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
28.48%
Holding
155
New
3
Increased
46
Reduced
64
Closed
7
Top Buys
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
$3.33M |
| 2 |
IBM
IBM
|
$3.01M |
| 3 |
Cummins
CMI
|
$1.62M |
| 4 |
Apple
AAPL
|
$1.44M |
| 5 |
Robert Half
RHI
|
$1.41M |
Top Sells
| 1 |
Chevron
CVX
|
$3.24M |
| 2 |
FedEx
FDX
|
$2.65M |
| 3 |
Kohl's
KSS
|
$1.89M |
| 4 |
Dover
DOV
|
$1.87M |
| 5 |
iShares US Oil Equipment & Services ETF
IEZ
|
$1.63M |
Sector Composition
| 1 | Industrials | 10.44% |
| 2 | Financials | 8.62% |
| 3 | Technology | 8.18% |
| 4 | Energy | 7.91% |
| 5 | Healthcare | 7.04% |
