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
301
$31K 0.01%
932
302
$31K 0.01%
600
303
$30K 0.01%
307
304
$29K ﹤0.01%
650
305
$29K ﹤0.01%
220
+2
306
$27K ﹤0.01%
920
307
$27K ﹤0.01%
244
308
$26K ﹤0.01%
1,965
309
$25K ﹤0.01%
300
310
$25K ﹤0.01%
+960
311
$25K ﹤0.01%
+2,000
312
$25K ﹤0.01%
160
313
$25K ﹤0.01%
425
314
$24K ﹤0.01%
520
315
$23K ﹤0.01%
350
-350
316
$23K ﹤0.01%
700
-1,800
317
– –
0
318
$21K ﹤0.01%
507
319
$21K ﹤0.01%
231
320
$21K ﹤0.01%
+800
321
$21K ﹤0.01%
840
-1,900
322
$20K ﹤0.01%
381
323
$20K ﹤0.01%
+704
324
$20K ﹤0.01%
400
325
$18K ﹤0.01%
500
11 12
13
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