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
$652M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$5.85M
3
+$1.71M
4
RCL icon
Royal Caribbean
RCL
+$1.63M
5
AXP icon
American Express
AXP
+$1.6M

Top Sells

1
+$8.68M
2
+$8.57M
3
+$5.01M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.68M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.14M

Sector Composition

1 Technology 8.34%
2 Healthcare 8.25%
3 Industrials 5.43%
4 Communication Services 5.04%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
+5,050
352
$14K ﹤0.01%
530
353
$14K ﹤0.01%
544
-4,500
354
$14K ﹤0.01%
1,000
355
$14K ﹤0.01%
155
356
$14K ﹤0.01%
705
357
$14K ﹤0.01%
89
358
$13K ﹤0.01%
30
359
$13K ﹤0.01%
822
360
$13K ﹤0.01%
104
+1
361
$13K ﹤0.01%
273
+163
362
$13K ﹤0.01%
+385
363
$12K ﹤0.01%
300
-250
364
$12K ﹤0.01%
200
365
$12K ﹤0.01%
+99
366
$12K ﹤0.01%
2,500
367
$12K ﹤0.01%
248
+66
368
$12K ﹤0.01%
563
369
$12K ﹤0.01%
400
-1,200
370
$12K ﹤0.01%
+256
371
$12K ﹤0.01%
+332
372
$11K ﹤0.01%
+351
373
$11K ﹤0.01%
1,000
374
$11K ﹤0.01%
+138
375
$11K ﹤0.01%
100
13 14
15
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