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
$438M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.04M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$2.06M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.86M

Top Sells

1
+$4.95M
2
+$3.79M
3
+$3.55M
4
PG icon
Procter & Gamble
PG
+$3.34M
5
KSS icon
Kohl's
KSS
+$2.84M

Sector Composition

1 Healthcare 9.64%
2 Industrials 7.19%
3 Financials 6.75%
4 Technology 5.93%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.47M 1.25%
57,391
-2,148
27
$5.46M 1.25%
112,862
+2,454
28
$5.31M 1.21%
83,077
+7,095
29
$5.26M 1.2%
50,690
+7,836
30
$5.25M 1.2%
49,179
+16,933
31
$5.13M 1.17%
51,703
+10,171
32
$5.06M 1.16%
33,774
+2,640
33
$5.04M 1.15%
+61,286
34
$5M 1.14%
122,656
+18,224
35
$5M 1.14%
24,204
+659
36
$5M 1.14%
37,504
+9,238
37
$4.89M 1.12%
191,696
+43,550
38
$4.76M 1.09%
351,838
+50,366
39
$4.72M 1.08%
+66,383
40
$4.58M 1.05%
54,792
+24,699
41
$4.55M 1.04%
46,053
-150
42
$4.32M 0.99%
201,979
+9,788
43
$4.24M 0.97%
80,348
-76
44
$4.05M 0.92%
136,802
+4,990
45
$3.66M 0.84%
51,584
+3,600
46
$3.65M 0.83%
27,540
+255
47
$3.35M 0.77%
158,648
+12,758
48
$3.27M 0.75%
126,504
+1,515
49
$3.26M 0.75%
153,832
+16,882
50
$3.09M 0.71%
146,978
+20,553
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