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
326
$22K ﹤0.01%
220
327
$22K ﹤0.01%
+480
328
$21K ﹤0.01%
822
329
$21K ﹤0.01%
+400
330
$21K ﹤0.01%
+220
331
$20K ﹤0.01%
421
-420
332
$20K ﹤0.01%
400
333
$19K ﹤0.01%
500
334
$19K ﹤0.01%
224
335
$19K ﹤0.01%
1,094
336
$18K ﹤0.01%
1,031
-1,871
337
$17K ﹤0.01%
100
338
$17K ﹤0.01%
315
-468
339
$16K ﹤0.01%
1,000
340
$16K ﹤0.01%
124
341
$15K ﹤0.01%
600
342
$15K ﹤0.01%
200
343
$15K ﹤0.01%
600
344
$14K ﹤0.01%
353
345
$14K ﹤0.01%
200
346
$13K ﹤0.01%
695
347
$13K ﹤0.01%
+27
348
$13K ﹤0.01%
1,000
349
$13K ﹤0.01%
741
350
$12K ﹤0.01%
+253
12 13
14
15 16