1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Est. Return
13.61%
1 Year Est. Return
+13.61%
AUM
$790M
AUM Growth
+$14.8M
(+1.9%)
Holding
209
Top Buys
| 1 | +$3.5M | |
| 2 | +$2.35M | |
| 3 | +$744K | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$650K |
| 5 |
Molson Coors Class B
TAP
|
+$569K |
Top Sells
| 1 | +$4.19M | |
| 2 | +$3.46M | |
| 3 | +$2.12M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$1.7M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.53M |
Sector Composition
| 1 | Technology | 11.21% |
| 2 | Financials | 8.74% |
| 3 | Consumer Staples | 6.8% |
| 4 | Healthcare | 6.15% |
| 5 | Communication Services | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Deere & Co
DE
$124B
| $231K | 0.03% |
455
|
|
||
202
Vanguard Value ETF
VTV
$146B
| $226K | 0.03% |
1,278
|
|
||
203
Invesco QQQ Trust
QQQ
$381B
| $215K | 0.03% |
390
-25
|
|
||
204
Lennar Class A
LEN
$31.3B
| $206K | 0.03% |
1,860
-115
|
|
||
205
Duke Energy
DUK
$99.1B
| $201K | 0.03% |
1,700
|
|
||
206
Comerica
CMA
$9.42B
| – | – |
-70,856
|
|
||
207
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
| – | – |
-4,372
|
|
||
208
Global Payments
GPN
$20.3B
| – | – |
-2,897
|
|
||
209
Micron Technology
MU
$227B
| – | – |
-3,273
|
|