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
$820M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.07M
3
+$3.53M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.59M
5
BAC icon
Bank of America
BAC
+$2.44M

Top Sells

1
+$9.15M
2
+$8.28M
3
+$6.52M
4
WM icon
Waste Management
WM
+$5.15M
5
AXP icon
American Express
AXP
+$4.88M

Sector Composition

1 Technology 12.19%
2 Healthcare 11.11%
3 Financials 6.54%
4 Consumer Staples 5.58%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42K 0.01%
350
277
$42K 0.01%
+1,800
278
$42K 0.01%
1,565
279
$41K 0.01%
100
280
$40K ﹤0.01%
186
281
$39K ﹤0.01%
114
282
$39K ﹤0.01%
596
283
$39K ﹤0.01%
535
284
$38K ﹤0.01%
780
-470
285
$38K ﹤0.01%
640
286
$38K ﹤0.01%
1,146
287
$38K ﹤0.01%
+1,530
288
$37K ﹤0.01%
575
289
$36K ﹤0.01%
212
-100
290
$36K ﹤0.01%
386
-152
291
$35K ﹤0.01%
125
292
$35K ﹤0.01%
582
293
$35K ﹤0.01%
231
294
$34K ﹤0.01%
250
295
$33K ﹤0.01%
1,035
296
$33K ﹤0.01%
633
297
$32K ﹤0.01%
+400
298
$32K ﹤0.01%
696
299
$31K ﹤0.01%
+1,400
300
$31K ﹤0.01%
43
10 11
12
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