1IA
1834 Investment Advisors Portfolio holdings
AUM $790M
1-Year Return
13.61%
This Quarter Return
+0.72%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$775M
AUM Growth
-$14.9M
(-1.9%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
35.76%
Holding
217
New
7
Increased
71
Reduced
105
Closed
11
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$2.5M |
| 2 |
Estee Lauder
EL
|
+$2.27M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.93M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$1.9M |
| 5 |
Ally Financial
ALLY
|
+$1.57M |
Top Sells
| 1 |
Janus Henderson
JHG
|
+$2.97M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.2M |
| 3 |
Virtu Financial
VIRT
|
+$2.19M |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$2.03M |
| 5 |
Chevron
CVX
|
+$1.69M |
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Financials | 9.22% |
| 3 | Healthcare | 6.93% |
| 4 | Consumer Staples | 6.21% |
| 5 | Energy | 4.65% |
