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
376
$4K ﹤0.01%
279
-129
377
$4K ﹤0.01%
400
378
$3K ﹤0.01%
152
379
$3K ﹤0.01%
87
380
$3K ﹤0.01%
24
-25
381
$3K ﹤0.01%
100
382
$3K ﹤0.01%
110
-163
383
$2K ﹤0.01%
353
384
$2K ﹤0.01%
320
-29
385
$2K ﹤0.01%
50
386
$2K ﹤0.01%
500
387
$2K ﹤0.01%
243
388
$1K ﹤0.01%
31
389
$1K ﹤0.01%
140
390
$1K ﹤0.01%
70
391
$1K ﹤0.01%
995
392
$1K ﹤0.01%
7
393
$1K ﹤0.01%
100
394
$1K ﹤0.01%
40
395
$1K ﹤0.01%
10
396
$1K ﹤0.01%
89
397
$1K ﹤0.01%
35
398
$0 ﹤0.01%
1
-103
399
– –
-274
400
– –
-526
14 15
16
17 18