1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
+3.65%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$495M
AUM Growth
+$34.8M
(+7.6%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
27.99%
Holding
180
New
14
Increased
77
Reduced
55
Closed
9
Top Buys
| 1 |
Hanesbrands
HBI
|
$4.35M |
| 2 |
Kimberly-Clark
KMB
|
$3.95M |
| 3 |
J.M. Smucker
SJM
|
$3.04M |
| 4 |
CVS Health
CVS
|
$2.68M |
| 5 |
Chubb
CB
|
$2.18M |
Top Sells
| 1 |
International Paper
IP
|
$6.22M |
| 2 |
Pentair
PNR
|
$4.08M |
| 3 |
Truist Financial
TFC
|
$2.65M |
| 4 |
Union Pacific
UNP
|
$1.21M |
| 5 |
ProShares Ultra S&P500
SSO
|
$1.04M |
Sector Composition
| 1 | Healthcare | 9.35% |
| 2 | Industrials | 7.52% |
| 3 | Consumer Staples | 6.66% |
| 4 | Financials | 6.3% |
| 5 | Technology | 6.07% |
