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
301
$19K ﹤0.01%
520
302
$19K ﹤0.01%
231
303
$19K ﹤0.01%
4,900
-150
304
$18K ﹤0.01%
57
305
$18K ﹤0.01%
555
306
$18K ﹤0.01%
548
-117
307
$17K ﹤0.01%
1,051
308
$17K ﹤0.01%
735
+191
309
$17K ﹤0.01%
4,125
310
$17K ﹤0.01%
355
311
$16K ﹤0.01%
500
312
$16K ﹤0.01%
57
313
$16K ﹤0.01%
414
-227
314
$16K ﹤0.01%
166
315
$16K ﹤0.01%
228
316
$16K ﹤0.01%
268
317
$15K ﹤0.01%
150
318
$15K ﹤0.01%
100
319
$14K ﹤0.01%
822
320
$13K ﹤0.01%
230
321
$13K ﹤0.01%
622
-225
322
$12K ﹤0.01%
72
323
$12K ﹤0.01%
+233
324
$12K ﹤0.01%
300
325
$12K ﹤0.01%
1,000
-7,425
11 12
13
14 15