1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$4.4M
3
+$4.31M
4
SBUX icon
Starbucks
SBUX
+$3.81M
5
MDT icon
Medtronic
MDT
+$3.63M

Top Sells

1
+$6.96M
2
+$6.95M
3
+$5.25M
4
FDX icon
FedEx
FDX
+$4.24M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.64M

Sector Composition

1 Healthcare 9.93%
2 Technology 9.45%
3 Industrials 6.01%
4 Communication Services 5.27%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51K 0.01%
3,767
252
$51K 0.01%
+4,703
253
$51K 0.01%
1,475
254
$47K 0.01%
500
255
$45K 0.01%
558
256
$45K 0.01%
922
257
$45K 0.01%
829
258
$43K 0.01%
1,034
259
$43K 0.01%
523
-185
260
$42K 0.01%
317
261
$41K 0.01%
336
-34,760
262
$41K 0.01%
457
263
$40K 0.01%
125
-80
264
$39K 0.01%
255
265
$39K 0.01%
1,215
266
$37K 0.01%
634
-345
267
$36K 0.01%
180
268
$36K 0.01%
1,680
-5,950
269
$36K 0.01%
2,445
-2,108
270
$36K 0.01%
1,900
271
$34K 0.01%
1,500
272
$33K 0.01%
1,495
273
$33K 0.01%
880
+250
274
$33K 0.01%
925
-94
275
$33K 0.01%
600
9 10
11
12 13