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
451
$3K ﹤0.01%
400
452
$2K ﹤0.01%
12
453
$2K ﹤0.01%
35
454
$2K ﹤0.01%
+10
455
$2K ﹤0.01%
70
456
$2K ﹤0.01%
10
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$2K ﹤0.01%
+85
458
$2K ﹤0.01%
4
459
$2K ﹤0.01%
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$2K ﹤0.01%
100
461
$2K ﹤0.01%
76
462
$2K ﹤0.01%
32
-370
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$2K ﹤0.01%
13
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$2K ﹤0.01%
33
-730
465
$1K ﹤0.01%
+17
466
$1K ﹤0.01%
54
467
$1K ﹤0.01%
7
468
$1K ﹤0.01%
40
469
$1K ﹤0.01%
14
+1
470
$1K ﹤0.01%
9
471
$1K ﹤0.01%
12
472
$1K ﹤0.01%
5
+1
473
$1K ﹤0.01%
4
474
$1K ﹤0.01%
79
475
$1K ﹤0.01%
43
17 18
19
20 21