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
$291M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$11.8M
3
+$11.2M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$7.44M
5
VZ icon
Verizon
VZ
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.46%
2 Energy 9.33%
3 Financials 8.18%
4 Consumer Staples 7.23%
5 Healthcare 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 1.26%
+60,516
27
$3.57M 1.22%
+61,500
28
$3.53M 1.21%
+132,820
29
$3.47M 1.19%
+13,505
30
$3.24M 1.11%
+49,472
31
$3.2M 1.1%
+226,044
32
$3.17M 1.09%
+28,473
33
$3.14M 1.08%
+51,349
34
$3.09M 1.06%
+46,563
35
$2.95M 1.01%
+34,506
36
$2.89M 0.99%
+36,205
37
$2.89M 0.99%
+75,034
38
$2.86M 0.98%
+64,907
39
$2.86M 0.98%
+12,312
40
$2.84M 0.97%
+48,990
41
$2.65M 0.91%
+26,873
42
$2.63M 0.9%
+51,985
43
$2.52M 0.86%
+29,743
44
$2.46M 0.84%
+27,201
45
$2.43M 0.83%
+22,405
46
$2.39M 0.82%
+23,372
47
$2.37M 0.81%
+69,413
48
$2.11M 0.72%
+27,376
49
$2.01M 0.69%
+35,091
50
$1.9M 0.65%
+61,132
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