1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
+3.83%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$521M
AUM Growth
+$25.5M
(+5.1%)
Cap. Flow
+$7.25M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
27.45%
Holding
186
New
15
Increased
52
Reduced
85
Closed
4
Top Buys
| 1 |
Nucor
NUE
|
$5.17M |
| 2 |
Starbucks
SBUX
|
$4.52M |
| 3 |
Wells Fargo
WFC
|
$4.01M |
| 4 |
Delta Air Lines
DAL
|
$3.64M |
| 5 |
Intel
INTC
|
$2.98M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
$5.31M |
| 2 |
Kimberly-Clark
KMB
|
$4.49M |
| 3 |
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
|
$3.97M |
| 4 |
Boeing
BA
|
$2.62M |
| 5 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$2.17M |
Sector Composition
| 1 | Healthcare | 9.55% |
| 2 | Industrials | 7.63% |
| 3 | Technology | 6.75% |
| 4 | Financials | 6.68% |
| 5 | Consumer Discretionary | 5.54% |
