1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+2.25%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$368M
AUM Growth
+$368M
(+1.8%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
31.03%
Holding
165
New
10
Increased
69
Reduced
46
Closed
6
Top Buys
| 1 |
Kohl's
KSS
|
$2.71M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.62M |
| 3 |
Gilead Sciences
GILD
|
$2.51M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$2.23M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2.22M |
Top Sells
| 1 |
Target
TGT
|
$5.07M |
| 2 |
Cummins
CMI
|
$5.06M |
| 3 |
Schlumberger
SLB
|
$1.79M |
| 4 |
AT&T
T
|
$1.46M |
| 5 |
Halliburton
HAL
|
$1.25M |
Sector Composition
| 1 | Healthcare | 9.52% |
| 2 | Industrials | 8.77% |
| 3 | Financials | 8.13% |
| 4 | Energy | 7.41% |
| 5 | Consumer Staples | 6.42% |