1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+1.51%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$341M
AUM Growth
+$341M
(+0.23%)
Cap. Flow
-$3.4M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
28.64%
Holding
161
New
3
Increased
52
Reduced
68
Closed
9
Top Buys
| 1 |
Target
TGT
|
$4.44M |
| 2 |
Schlumberger
SLB
|
$4.22M |
| 3 |
Amgen
AMGN
|
$2.39M |
| 4 |
Boeing
BA
|
$2.3M |
| 5 |
Pfizer
PFE
|
$2.02M |
Top Sells
| 1 |
IAC Inc
IAC
|
$3.77M |
| 2 |
UnitedHealth
UNH
|
$3.66M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$3.4M |
| 4 |
Freeport-McMoran
FCX
|
$2.71M |
| 5 |
AT&T
T
|
$2.65M |
Sector Composition
| 1 | Industrials | 10.28% |
| 2 | Technology | 8.63% |
| 3 | Energy | 8.2% |
| 4 | Financials | 7.81% |
| 5 | Consumer Staples | 7.26% |
