1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+3.96%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$362M
AUM Growth
+$362M
(-0.28%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-3.38%
Top 10 Holdings %
Top 10 Hldgs %
30.37%
Holding
168
New
8
Increased
43
Reduced
76
Closed
13
Top Buys
| 1 |
Cardinal Health
CAH
|
$3.71M |
| 2 |
Honeywell
HON
|
$2.44M |
| 3 |
Kinder Morgan
KMI
|
$2.41M |
| 4 |
Chevron
CVX
|
$1.98M |
| 5 |
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
$1.6M |
Top Sells
| 1 |
Wynn Resorts
WYNN
|
$3.5M |
| 2 |
Microchip Technology
MCHP
|
$2.98M |
| 3 |
Amgen
AMGN
|
$2.64M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$2.5M |
| 5 |
IBM
IBM
|
$1.93M |
Sector Composition
| 1 | Industrials | 9.62% |
| 2 | Energy | 9.06% |
| 3 | Healthcare | 8.63% |
| 4 | Financials | 8.2% |
| 5 | Consumer Staples | 7.83% |