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
376
$11K ﹤0.01%
297
-103
377
$11K ﹤0.01%
1,000
378
$10K ﹤0.01%
600
379
$10K ﹤0.01%
49
380
$10K ﹤0.01%
157
381
$10K ﹤0.01%
60
+51
382
$10K ﹤0.01%
100
383
$10K ﹤0.01%
800
384
$9K ﹤0.01%
114
385
$9K ﹤0.01%
130
386
$9K ﹤0.01%
400
387
$9K ﹤0.01%
+899
388
$9K ﹤0.01%
353
389
$9K ﹤0.01%
260
390
$9K ﹤0.01%
100
-300
391
$9K ﹤0.01%
488
392
$9K ﹤0.01%
+13
393
$9K ﹤0.01%
+144
394
$9K ﹤0.01%
+140
395
$9K ﹤0.01%
200
396
$8K ﹤0.01%
175
397
$8K ﹤0.01%
271
-8,398
398
$8K ﹤0.01%
100
399
$8K ﹤0.01%
200
400
$8K ﹤0.01%
200
14 15
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