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
$495M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.95M
3
+$3.04M
4
CVS icon
CVS Health
CVS
+$2.68M
5
CB icon
Chubb
CB
+$2.17M

Top Sells

1
+$6.22M
2
+$4.08M
3
+$2.65M
4
UNP icon
Union Pacific
UNP
+$1.21M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.04M

Sector Composition

1 Healthcare 9.35%
2 Industrials 7.52%
3 Consumer Staples 6.66%
4 Financials 6.3%
5 Technology 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.15M 1.44%
86,436
+905
27
$7.13M 1.44%
18,735
+757
28
$7.07M 1.43%
104,495
+10,670
29
$6.92M 1.4%
58,766
-1,305
30
$6.8M 1.37%
47,260
+11,107
31
$6.26M 1.26%
56,361
+7,347
32
$5.91M 1.19%
56,378
-3,255
33
$5.71M 1.15%
39,020
+3,913
34
$5.53M 1.12%
48,448
+34,590
35
$5.26M 1.06%
247,941
+15,710
36
$5.17M 1.04%
125,633
-15,810
37
$5.06M 1.02%
104,853
+3,259
38
$4.89M 0.99%
43,653
-1,800
39
$4.78M 0.96%
185,041
-8,896
40
$4.72M 0.95%
35,232
-4,117
41
$4.49M 0.91%
55,869
-315
42
$4.35M 0.88%
+201,650
43
$4.29M 0.87%
51,109
+17,071
44
$4.2M 0.85%
27,250
-125
45
$3.96M 0.8%
188,588
+16,228
46
$3.94M 0.8%
186,153
+309
47
$3.91M 0.79%
187,048
+12,875
48
$3.86M 0.78%
182,697
-6,053
49
$3.31M 0.67%
63,026
-2,298
50
$3.04M 0.61%
+23,767
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