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
426
$7K ﹤0.01%
187
427
$7K ﹤0.01%
+4
428
$7K ﹤0.01%
100
-101
429
$7K ﹤0.01%
279
430
$6K ﹤0.01%
+153
431
$6K ﹤0.01%
362
432
$6K ﹤0.01%
120
-25
433
$6K ﹤0.01%
+100
434
$6K ﹤0.01%
485
435
$6K ﹤0.01%
81
436
$6K ﹤0.01%
260
437
$6K ﹤0.01%
+143
438
$5K ﹤0.01%
56
439
$5K ﹤0.01%
62
440
$5K ﹤0.01%
+100
441
$5K ﹤0.01%
974
442
$5K ﹤0.01%
97
443
$4K ﹤0.01%
+100
444
$4K ﹤0.01%
46
445
$4K ﹤0.01%
100
446
$4K ﹤0.01%
70
447
$4K ﹤0.01%
700
448
$4K ﹤0.01%
1,000
449
$3K ﹤0.01%
100
450
$3K ﹤0.01%
65
-496
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