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
401
$9K ﹤0.01%
177
402
$9K ﹤0.01%
400
403
$9K ﹤0.01%
665
404
$9K ﹤0.01%
+265
405
$9K ﹤0.01%
50
406
$9K ﹤0.01%
190
+90
407
$9K ﹤0.01%
100
408
$9K ﹤0.01%
164
-89
409
$9K ﹤0.01%
200
410
$9K ﹤0.01%
240
+76
411
$9K ﹤0.01%
173
-50
412
$9K ﹤0.01%
1,000
413
$8K ﹤0.01%
275
414
$8K ﹤0.01%
75
415
$8K ﹤0.01%
160
416
$8K ﹤0.01%
57
417
$8K ﹤0.01%
30
418
$8K ﹤0.01%
500
419
$8K ﹤0.01%
+223
420
$8K ﹤0.01%
+20
421
$8K ﹤0.01%
107
-47
422
$8K ﹤0.01%
365
-1,770
423
$7K ﹤0.01%
87
424
$7K ﹤0.01%
265
425
$7K ﹤0.01%
39
15 16
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