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
$362M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.44M
3
+$2.41M
4
CVX icon
Chevron
CVX
+$1.98M
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.6M

Top Sells

1
+$3.5M
2
+$2.98M
3
+$2.64M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.5M
5
IBM icon
IBM
IBM
+$1.93M

Sector Composition

1 Industrials 9.62%
2 Energy 9.06%
3 Healthcare 8.63%
4 Financials 8.2%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 1.35%
46,853
+1,000
27
$4.82M 1.33%
190,067
-2,139
28
$4.58M 1.27%
158,082
-8,714
29
$4.37M 1.21%
52,907
-4,264
30
$4.32M 1.2%
63,611
-1,814
31
$4.29M 1.19%
50,273
+1,600
32
$4.1M 1.13%
50,340
-3,151
33
$4.09M 1.13%
228,413
+83,068
34
$4.04M 1.12%
58,436
-538
35
$3.95M 1.09%
27,713
-129
36
$3.72M 1.03%
60,765
-1,035
37
$3.71M 1.03%
+45,908
38
$3.62M 1%
32,268
+17,615
39
$3.6M 1%
48,834
40
$3.17M 0.88%
50,577
+4,701
41
$3.14M 0.87%
77,180
-61,376
42
$2.87M 0.79%
36,447
-337
43
$2.72M 0.75%
28,513
+25,642
44
$2.68M 0.74%
29,428
-15
45
$2.49M 0.69%
63,308
-2,218
46
$2.49M 0.69%
26,895
+4
47
$2.37M 0.66%
75,020
-56,220
48
$2.29M 0.63%
37,677
-2,038
49
$2.18M 0.6%
33,151
+16
50
$2.18M 0.6%
46,750
-100
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