1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$777K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.22M
3
+$2.39M
4
BA icon
Boeing
BA
+$2.3M
5
PFE icon
Pfizer
PFE
+$2.02M

Top Sells

1
+$3.77M
2
+$3.66M
3
+$3.4M
4
FCX icon
Freeport-McMoran
FCX
+$2.71M
5
T icon
AT&T
T
+$2.65M

Sector Composition

1 Industrials 10.28%
2 Technology 8.63%
3 Energy 8.2%
4 Financials 7.81%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 1.26%
180,242
+856
27
$4.25M 1.25%
51,927
-5,576
28
$4.18M 1.22%
111,705
-3,087
29
$4.17M 1.22%
59,286
-1,660
30
$4.15M 1.22%
52,680
+111
31
$4.02M 1.18%
93,755
+4,560
32
$3.99M 1.17%
59,554
-470
33
$3.96M 1.16%
94,286
-1,532
34
$3.88M 1.14%
57,929
+2,022
35
$3.83M 1.12%
28,111
-245
36
$3.51M 1.03%
64,809
+13,808
37
$3.48M 1.02%
79,281
+9,369
38
$3.37M 0.99%
48,990
39
$3.32M 0.97%
30,126
-252
40
$3.26M 0.96%
42,287
+3,091
41
$3.26M 0.95%
123,046
-99,873
42
$3.19M 0.93%
67,582
-8,231
43
$3.13M 0.92%
42,294
-2,870
44
$3.1M 0.91%
25,111
+19,389
45
$2.88M 0.84%
39,096
-3,705
46
$2.84M 0.83%
50,670
+5,818
47
$2.82M 0.83%
28,879
-5
48
$2.8M 0.82%
57,085
-3,137
49
$2.72M 0.8%
66,242
-8,792
50
$2.59M 0.76%
63,034
+5,530
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