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
376
$6K ﹤0.01%
570
377
– –
0
378
$5K ﹤0.01%
789
379
$5K ﹤0.01%
100
380
$5K ﹤0.01%
243
381
$5K ﹤0.01%
500
-5,900
382
– –
0
383
$4K ﹤0.01%
70
384
$4K ﹤0.01%
175
385
$4K ﹤0.01%
175
-8,600
386
$3K ﹤0.01%
200
387
$3K ﹤0.01%
995
388
$3K ﹤0.01%
+200
389
$3K ﹤0.01%
89
390
$3K ﹤0.01%
12
-62
391
$2K ﹤0.01%
140
392
$2K ﹤0.01%
100
393
$2K ﹤0.01%
93
394
$1K ﹤0.01%
31
395
$1K ﹤0.01%
19
396
$1K ﹤0.01%
40
397
$1K ﹤0.01%
250
398
$1K ﹤0.01%
24
-8
399
$1K ﹤0.01%
35
400
$1K ﹤0.01%
10
14 15
16
17 18