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
326
$12K ﹤0.01%
423
-167
327
$12K ﹤0.01%
124
328
$11K ﹤0.01%
705
329
$11K ﹤0.01%
1,094
330
$10K ﹤0.01%
50
-50
331
$10K ﹤0.01%
530
332
$10K ﹤0.01%
1,000
333
$10K ﹤0.01%
2,500
334
$10K ﹤0.01%
800
335
$9K ﹤0.01%
351
336
$8K ﹤0.01%
200
337
$8K ﹤0.01%
+282
338
$8K ﹤0.01%
60
339
$8K ﹤0.01%
563
340
$8K ﹤0.01%
100
341
$8K ﹤0.01%
822
342
$8K ﹤0.01%
114
343
$8K ﹤0.01%
350
344
$8K ﹤0.01%
260
345
$7K ﹤0.01%
130
346
$7K ﹤0.01%
400
347
$7K ﹤0.01%
278
-851
348
$7K ﹤0.01%
175
349
$7K ﹤0.01%
300
350
$7K ﹤0.01%
198
-235
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