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
$461M
AUM Growth
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.93M
3
+$2.01M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.62M
5
UNP icon
Union Pacific
UNP
+$1.16M

Top Sells

1
+$5.2M
2
+$3.54M
3
+$3.44M
4
WHR icon
Whirlpool
WHR
+$2.94M
5
MCHP icon
Microchip Technology
MCHP
+$2.2M

Sector Composition

1 Healthcare 9.13%
2 Industrials 8.73%
3 Technology 6.37%
4 Financials 5.64%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.31M 1.37%
60,340
-3,667
27
$6.21M 1.35%
59,633
-3,600
28
$6.18M 1.34%
60,071
+2,622
29
$6.1M 1.32%
113,084
+30,066
30
$5.93M 1.29%
93,825
-6,881
31
$5.86M 1.27%
35,107
+642
32
$5.76M 1.25%
85,531
+5,592
33
$5.45M 1.18%
49,014
+510
34
$5.06M 1.1%
39,349
+343
35
$5.05M 1.1%
+157,480
36
$5.04M 1.09%
232,231
+14,876
37
$5.03M 1.09%
36,153
-2,218
38
$5.03M 1.09%
193,937
+3,927
39
$4.94M 1.07%
101,594
+60,274
40
$4.8M 1.04%
45,453
+100
41
$4.31M 0.94%
56,184
42
$4.08M 0.89%
94,668
+2,931
43
$4.08M 0.88%
27,375
-155
44
$4.04M 0.88%
188,750
+18,266
45
$3.96M 0.86%
185,844
+16,357
46
$3.77M 0.82%
174,173
+25,675
47
$3.72M 0.81%
172,360
+24,055
48
$3.45M 0.75%
65,324
-10,660
49
$3.4M 0.74%
34,876
+11,907
50
$2.97M 0.64%
130,812
-2,904
1
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