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
$368M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$2.51M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.23M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.22M

Top Sells

1
+$5.07M
2
+$5.06M
3
+$1.79M
4
T icon
AT&T
T
+$1.46M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 9.52%
2 Industrials 8.77%
3 Financials 8.13%
4 Energy 7.41%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 1.2%
156,806
-1,276
27
$4.24M 1.15%
103,731
+26,551
28
$4.23M 1.15%
53,657
+750
29
$4.19M 1.14%
46,430
+522
30
$4.19M 1.14%
27,650
-63
31
$4.14M 1.13%
55,025
+4,685
32
$4.05M 1.1%
263,201
+34,788
33
$3.92M 1.07%
63,035
+4,599
34
$3.83M 1.04%
48,946
+34,692
35
$3.67M 1%
48,734
-100
36
$3.53M 0.96%
51,984
-11,627
37
$3.48M 0.94%
57,671
-3,094
38
$3.22M 0.88%
130,749
-59,318
39
$3.01M 0.82%
90,976
+67,236
40
$2.99M 0.81%
38,257
+1,810
41
$2.96M 0.81%
29,814
+1,301
42
$2.62M 0.71%
+94,860
43
$2.55M 0.69%
63,485
+177
44
$2.53M 0.69%
24,121
-8,147
45
$2.51M 0.68%
+25,575
46
$2.43M 0.66%
29,630
+202
47
$2.4M 0.65%
28,788
-21,485
48
$2.38M 0.65%
33,953
+802
49
$2.29M 0.62%
46,750
50
$2.28M 0.62%
35,496
-2,181
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