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
$820M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.07M
3
+$3.53M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.59M
5
BAC icon
Bank of America
BAC
+$2.44M

Top Sells

1
+$9.15M
2
+$8.28M
3
+$6.52M
4
WM icon
Waste Management
WM
+$5.15M
5
AXP icon
American Express
AXP
+$4.88M

Sector Composition

1 Technology 12.19%
2 Healthcare 11.11%
3 Financials 6.54%
4 Consumer Staples 5.58%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K ﹤0.01%
150
352
$18K ﹤0.01%
222
-30
353
$17K ﹤0.01%
645
354
$17K ﹤0.01%
233
355
$17K ﹤0.01%
350
-200
356
$17K ﹤0.01%
100
357
$17K ﹤0.01%
265
358
$17K ﹤0.01%
431
359
$17K ﹤0.01%
705
360
$16K ﹤0.01%
322
-135
361
$15K ﹤0.01%
1,000
362
$15K ﹤0.01%
300
363
$15K ﹤0.01%
360
364
$15K ﹤0.01%
100
-50
365
$15K ﹤0.01%
+200
366
$15K ﹤0.01%
275
367
$14K ﹤0.01%
200
368
$14K ﹤0.01%
200
-100
369
$14K ﹤0.01%
+40
370
$14K ﹤0.01%
+200
371
$14K ﹤0.01%
60
372
$14K ﹤0.01%
200
373
$13K ﹤0.01%
80
374
$13K ﹤0.01%
100
375
$13K ﹤0.01%
92
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