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
376
$13K ﹤0.01%
439
377
$13K ﹤0.01%
433
378
$13K ﹤0.01%
500
+200
379
$12K ﹤0.01%
351
380
$12K ﹤0.01%
822
381
$12K ﹤0.01%
370
-383
382
$12K ﹤0.01%
520
383
$12K ﹤0.01%
+100
384
$12K ﹤0.01%
100
385
$11K ﹤0.01%
615
386
$11K ﹤0.01%
+790
387
$11K ﹤0.01%
95
-116
388
$11K ﹤0.01%
280
-455
389
$11K ﹤0.01%
42
390
$11K ﹤0.01%
305
391
$11K ﹤0.01%
+800
392
$11K ﹤0.01%
563
393
$11K ﹤0.01%
290
394
$10K ﹤0.01%
300
+92
395
$10K ﹤0.01%
143
-100
396
$10K ﹤0.01%
20
397
$10K ﹤0.01%
257
398
$10K ﹤0.01%
1,175
399
$10K ﹤0.01%
120
400
$9K ﹤0.01%
278
14 15
16
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