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
$597M
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$6.35M
3
+$4.8M
4
KSS icon
Kohl's
KSS
+$3.92M
5
BAC icon
Bank of America
BAC
+$3.78M

Top Sells

1
+$6.59M
2
+$6.08M
3
+$5.73M
4
KBWR icon
Invesco KBW Regional Banking ETF
KBWR
+$4.88M
5
C icon
Citigroup
C
+$4.03M

Sector Composition

1 Technology 7.82%
2 Industrials 7.2%
3 Financials 5.69%
4 Consumer Staples 5.57%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$43K 0.01%
600
277
$43K 0.01%
255
278
$43K 0.01%
328
-5,530
279
$42K 0.01%
1,000
-200
280
$42K 0.01%
1,800
281
$41K 0.01%
1,740
282
$41K 0.01%
951
283
$38K 0.01%
125
284
$38K 0.01%
162
285
$38K 0.01%
600
-120
286
$38K 0.01%
1,025
287
$38K 0.01%
3,900
-4,500
288
$37K 0.01%
1,500
289
$36K 0.01%
317
290
$35K 0.01%
625
291
$35K 0.01%
550
292
$34K 0.01%
450
-26
293
$34K 0.01%
5,134
-12,669
294
$33K 0.01%
353
295
$33K 0.01%
1,034
296
$33K 0.01%
2,888
297
$31K 0.01%
500
298
$31K 0.01%
200
299
$31K 0.01%
648
300
$31K 0.01%
+1,523
10 11
12
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