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
$426M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.79M
3
+$2.84M
4
APD icon
Air Products & Chemicals
APD
+$2.74M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$2.66M

Top Sells

1
+$4.1M
2
+$3.77M
3
+$2.93M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M
5
PEP icon
PepsiCo
PEP
+$1.71M

Sector Composition

1 Healthcare 10.23%
2 Financials 7.44%
3 Consumer Staples 7.2%
4 Industrials 7.01%
5 Technology 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.36M 1.26%
59,539
-8,108
27
$5.29M 1.24%
72,644
+5,431
28
$5.23M 1.23%
75,982
+5,251
29
$5.07M 1.19%
301,472
+18,812
30
$5.05M 1.19%
31,134
+1,538
31
$4.82M 1.13%
23,545
+8,446
32
$4.52M 1.06%
46,203
-698
33
$4.36M 1.03%
41,532
+644
34
$4.32M 1.01%
104,432
-1,583
35
$4.21M 0.99%
80,424
-1,870
36
$4.19M 0.98%
+42,854
37
$4.01M 0.94%
192,191
+25,169
38
$3.8M 0.89%
27,285
-65
39
$3.79M 0.89%
+68,426
40
$3.7M 0.87%
148,146
+414
41
$3.68M 0.87%
135,614
+22,009
42
$3.62M 0.85%
75,961
-1,863
43
$3.55M 0.83%
125,770
-28,548
44
$3.43M 0.8%
131,812
+230
45
$3.4M 0.8%
28,266
+22,728
46
$3.39M 0.8%
16,646
+8,462
47
$3.29M 0.77%
47,984
48
$3.23M 0.76%
124,989
-881
49
$3.18M 0.75%
32,246
+673
50
$3.07M 0.72%
145,890
+57,118
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