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
326
$18K ﹤0.01%
608
327
$18K ﹤0.01%
220
328
$18K ﹤0.01%
281
-273
329
$18K ﹤0.01%
440
-236
330
$17K ﹤0.01%
822
331
$17K ﹤0.01%
480
332
$17K ﹤0.01%
+750
333
$17K ﹤0.01%
1,094
334
$16K ﹤0.01%
+255
335
$15K ﹤0.01%
100
336
$15K ﹤0.01%
200
337
$15K ﹤0.01%
600
338
$14K ﹤0.01%
+300
339
$14K ﹤0.01%
+400
340
$14K ﹤0.01%
49
+37
341
$14K ﹤0.01%
600
342
$14K ﹤0.01%
+800
343
$13K ﹤0.01%
+295
344
$13K ﹤0.01%
695
345
$13K ﹤0.01%
421
346
$13K ﹤0.01%
741
347
$12K ﹤0.01%
47
+20
348
$12K ﹤0.01%
124
349
$11K ﹤0.01%
+300
350
$11K ﹤0.01%
450
12 13
14
15 16