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
$685M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$6.33M
3
+$6.07M
4
OXY icon
Occidental Petroleum
OXY
+$5.54M
5
DIS icon
Walt Disney
DIS
+$5.38M

Top Sells

1
+$6.51M
2
+$6.37M
3
+$6.33M
4
TNL icon
Travel + Leisure Co
TNL
+$4.46M
5
PM icon
Philip Morris
PM
+$4.35M

Sector Composition

1 Technology 9.31%
2 Healthcare 6.09%
3 Industrials 5.68%
4 Financials 5.55%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
12
377
$6K ﹤0.01%
789
378
$6K ﹤0.01%
243
379
– –
0
380
$5K ﹤0.01%
100
381
$5K ﹤0.01%
89
382
$5K ﹤0.01%
175
383
$4K ﹤0.01%
200
384
$3K ﹤0.01%
140
385
$3K ﹤0.01%
995
386
$2K ﹤0.01%
31
387
$2K ﹤0.01%
100
388
$2K ﹤0.01%
250
389
$2K ﹤0.01%
200
390
$2K ﹤0.01%
93
391
$1K ﹤0.01%
36
392
$1K ﹤0.01%
19
393
$1K ﹤0.01%
40
394
$1K ﹤0.01%
32
395
$1K ﹤0.01%
35
396
$1K ﹤0.01%
100
397
$1K ﹤0.01%
10
398
$1K ﹤0.01%
16
399
– –
-500
400
$0 ﹤0.01%
19
14 15
16
17 18