1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
This Quarter Return
+1.14%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$830M
AUM Growth
+$830M
(-1.3%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-1.3%
Top 10 Holdings %
Top 10 Hldgs %
36.98%
Holding
225
New
7
Increased
79
Reduced
94
Closed
11
Top Buys
| 1 |
Kinder Morgan
KMI
|
$9.03M |
| 2 |
APA Corp
APA
|
$4.28M |
| 3 |
NVIDIA
NVDA
|
$2.86M |
| 4 |
T Rowe Price
TROW
|
$1.91M |
| 5 |
Ford
F
|
$1.83M |
Top Sells
| 1 |
McDonald's
MCD
|
$7.69M |
| 2 |
Exxon Mobil
XOM
|
$7.27M |
| 3 |
AbbVie
ABBV
|
$5.82M |
| 4 |
Williams-Sonoma
WSM
|
$3.44M |
| 5 |
Philip Morris
PM
|
$2.29M |
Sector Composition
| 1 | Technology | 11.54% |
| 2 | Healthcare | 8.01% |
| 3 | Financials | 7.53% |
| 4 | Consumer Staples | 4.82% |
| 5 | Energy | 4.55% |
