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
$685M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$6.33M
3
+$6.07M
4
OXY icon
Occidental Petroleum
OXY
+$5.54M
5
DIS icon
Walt Disney
DIS
+$5.38M

Top Sells

1
+$6.51M
2
+$6.37M
3
+$6.33M
4
TNL icon
Travel + Leisure Co
TNL
+$4.46M
5
PM icon
Philip Morris
PM
+$4.35M

Sector Composition

1 Technology 9.31%
2 Healthcare 6.09%
3 Industrials 5.68%
4 Financials 5.55%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33K ﹤0.01%
353
302
$33K ﹤0.01%
648
303
$33K ﹤0.01%
300
304
$33K ﹤0.01%
160
305
$32K ﹤0.01%
1,965
306
$32K ﹤0.01%
416
307
$32K ﹤0.01%
520
308
$32K ﹤0.01%
554
-65
309
$31K ﹤0.01%
650
310
$31K ﹤0.01%
932
+50
311
$31K ﹤0.01%
218
+3
312
$30K ﹤0.01%
200
313
$30K ﹤0.01%
720
314
$29K ﹤0.01%
500
315
$29K ﹤0.01%
425
316
$28K ﹤0.01%
920
317
$28K ﹤0.01%
+800
318
$27K ﹤0.01%
244
319
$25K ﹤0.01%
561
-636
320
$25K ﹤0.01%
231
321
$24K ﹤0.01%
381
322
$24K ﹤0.01%
74
323
$23K ﹤0.01%
608
324
$23K ﹤0.01%
507
325
$22K ﹤0.01%
406
11 12
13
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