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
351
$7K ﹤0.01%
1,080
352
$7K ﹤0.01%
1,000
353
$6K ﹤0.01%
899
354
$6K ﹤0.01%
267
-4
355
$6K ﹤0.01%
1,000
356
$6K ﹤0.01%
39
357
$6K ﹤0.01%
+200
358
$6K ﹤0.01%
297
359
$5K ﹤0.01%
53
360
$5K ﹤0.01%
400
361
$5K ﹤0.01%
200
362
$5K ﹤0.01%
200
363
$5K ﹤0.01%
150
364
$5K ﹤0.01%
362
365
$5K ﹤0.01%
100
366
$5K ﹤0.01%
385
367
$4K ﹤0.01%
100
368
$4K ﹤0.01%
+69
369
$4K ﹤0.01%
200
370
$4K ﹤0.01%
200
371
$4K ﹤0.01%
106
-53
372
$4K ﹤0.01%
176
373
$4K ﹤0.01%
46
374
$4K ﹤0.01%
50
375
$4K ﹤0.01%
324
-164
13 14
15
16 17