1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
+1.36%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$438M
AUM Growth
+$12M
(+2.8%)
Cap. Flow
+$7.6M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
28.51%
Holding
187
New
10
Increased
71
Reduced
53
Closed
17
Top Buys
| 1 |
International Paper
IP
|
$5.59M |
| 2 |
Royal Caribbean
RCL
|
$5.04M |
| 3 |
Marriott International Class A Common Stock
MAR
|
$4.73M |
| 4 |
Exxon Mobil
XOM
|
$2.06M |
| 5 |
ProShares Ultra S&P500
SSO
|
$1.86M |
Top Sells
| 1 |
Philip Morris
PM
|
$4.95M |
| 2 |
Analog Devices
ADI
|
$3.79M |
| 3 |
Comcast
CMCSA
|
$3.55M |
| 4 |
Procter & Gamble
PG
|
$3.34M |
| 5 |
Kohl's
KSS
|
$2.84M |
Sector Composition
| 1 | Healthcare | 9.64% |
| 2 | Industrials | 7.19% |
| 3 | Financials | 6.75% |
| 4 | Technology | 5.93% |
| 5 | Consumer Staples | 5.59% |
