1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
+6.02%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$685M
AUM Growth
+$46.5M
(+7.3%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
27.67%
Holding
439
New
15
Increased
85
Reduced
99
Closed
31
Top Buys
| 1 |
Qualcomm
QCOM
|
$8.34M |
| 2 |
AT&T
T
|
$6.33M |
| 3 |
AGN
Allergan plc
AGN
|
$6.07M |
| 4 |
Occidental Petroleum
OXY
|
$5.54M |
| 5 |
Walt Disney
DIS
|
$5.38M |
Top Sells
| 1 |
AbbVie
ABBV
|
$6.51M |
| 2 |
Exxon Mobil
XOM
|
$6.37M |
| 3 |
TJX Companies
TJX
|
$6.33M |
| 4 |
Travel + Leisure Co
TNL
|
$4.46M |
| 5 |
Philip Morris
PM
|
$4.35M |
Sector Composition
| 1 | Technology | 9.31% |
| 2 | Healthcare | 6.09% |
| 3 | Industrials | 5.68% |
| 4 | Financials | 5.55% |
| 5 | Consumer Staples | 5.52% |
