1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
-7.16%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$403M
AUM Growth
+$403M
(+10%)
Cap. Flow
+$68.7M
Cap. Flow
% of AUM
17.04%
Top 10 Holdings %
Top 10 Hldgs %
27.52%
Holding
210
New
58
Increased
61
Reduced
52
Closed
20
Top Buys
Top Sells
| 1 |
Capital One
COF
|
$4.99M |
| 2 |
Royal Caribbean
RCL
|
$4.4M |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$4.09M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$3.91M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.57M |
Sector Composition
| 1 | Healthcare | 9.86% |
| 2 | Consumer Staples | 7.59% |
| 3 | Industrials | 6.71% |
| 4 | Financials | 6.7% |
| 5 | Technology | 5.36% |
