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
$305M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.01M
3
+$1.62M
4
AAPL icon
Apple
AAPL
+$1.44M
5
RHI icon
Robert Half
RHI
+$1.41M

Top Sells

1
+$3.24M
2
+$2.65M
3
+$1.89M
4
DOV icon
Dover
DOV
+$1.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.63M

Sector Composition

1 Industrials 10.44%
2 Financials 8.62%
3 Technology 8.18%
4 Energy 7.91%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.33%
117,599
+806
27
$3.97M 1.3%
46,014
-104
28
$3.83M 1.26%
45,184
+8,979
29
$3.77M 1.24%
89,240
-2,221
30
$3.76M 1.23%
13,900
+395
31
$3.69M 1.21%
51,587
+2,115
32
$3.59M 1.18%
131,810
-1,010
33
$3.57M 1.17%
28,402
-71
34
$3.55M 1.17%
52,777
+1,428
35
$3.39M 1.11%
86,814
+36,017
36
$3.33M 1.09%
+106,432
37
$3.3M 1.08%
18,660
+17,028
38
$3.08M 1.01%
44,734
-1,829
39
$3.06M 1%
75,034
40
$2.99M 0.98%
30,367
+624
41
$2.98M 0.98%
48,990
42
$2.89M 0.95%
36,184
+1,678
43
$2.86M 0.94%
13,323
+1,011
44
$2.7M 0.89%
65,492
+585
45
$2.46M 0.81%
35,823
+10,458
46
$2.44M 0.8%
73,850
+11,810
47
$2.4M 0.79%
20,465
-2,907
48
$2.38M 0.78%
69,366
-47
49
$2.32M 0.76%
26,977
-224
50
$2.28M 0.75%
35,672
+581
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