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
351
$11K ﹤0.01%
200
352
– –
0
353
$11K ﹤0.01%
253
354
$10K ﹤0.01%
+400
355
$10K ﹤0.01%
530
356
$10K ﹤0.01%
1,000
357
$10K ﹤0.01%
106
358
$10K ﹤0.01%
563
359
$9K ﹤0.01%
+15
360
– –
0
361
– –
0
362
$9K ﹤0.01%
400
363
– –
0
364
$8K ﹤0.01%
117
+5
365
$8K ﹤0.01%
+30
366
$8K ﹤0.01%
220
367
$8K ﹤0.01%
353
368
$8K ﹤0.01%
114
369
$8K ﹤0.01%
1,000
370
$7K ﹤0.01%
+333
371
$7K ﹤0.01%
200
372
$7K ﹤0.01%
488
373
$7K ﹤0.01%
453
374
$6K ﹤0.01%
100
375
$6K ﹤0.01%
200
13 14
15
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