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
$369M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.66M
3
+$2.2M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.52M

Top Sells

1
+$3.35M
2
+$3.26M
3
+$2.7M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.37M
5
JSN
NUVEEN EQUITY PREMIUM OPPORTUNITY FUND
JSN
+$1.49M

Sector Composition

1 Energy 9.78%
2 Technology 8.86%
3 Industrials 8.8%
4 Consumer Staples 7.35%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 1.3%
114,481
+2,776
27
$4.78M 1.29%
101,415
+7,660
28
$4.74M 1.28%
59,720
+1,791
29
$4.65M 1.26%
56,256
+13,969
30
$4.62M 1.25%
45,653
-986
31
$4.59M 1.24%
188,236
+7,994
32
$4.54M 1.23%
53,830
+1,903
33
$4.4M 1.19%
55,520
+2,840
34
$4.39M 1.19%
91,872
-2,414
35
$4.38M 1.19%
+163,158
36
$3.86M 1.05%
27,902
-209
37
$3.69M 1%
63,124
-1,685
38
$3.68M 1%
44,809
+2,515
39
$3.56M 0.96%
48,990
40
$3.29M 0.89%
123,290
+244
41
$3.22M 0.87%
62,160
+5,075
42
$3.2M 0.87%
27,061
+1,950
43
$3.19M 0.86%
49,770
-900
44
$3.18M 0.86%
66,501
-1,081
45
$2.9M 0.78%
67,026
+784
46
$2.83M 0.77%
36,966
-2,130
47
$2.72M 0.74%
59,970
-19,311
48
$2.69M 0.73%
26,733
-2,146
49
$2.64M 0.71%
38,609
+3,353
50
$2.54M 0.69%
14,650
+5,932
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