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
$531M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.27M
3
+$2.06M
4
ABT icon
Abbott
ABT
+$1.91M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.28M

Top Sells

1
+$3.26M
2
+$2.03M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$1.18M
5
JNJ icon
Johnson & Johnson
JNJ
+$1,000K

Sector Composition

1 Healthcare 9.16%
2 Industrials 7.82%
3 Financials 7.4%
4 Technology 6.19%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.06M 1.33%
35,721
-2,211
27
$6.88M 1.3%
215,746
-37,138
28
$6.64M 1.25%
77,485
-359
29
$6.49M 1.22%
50,133
+1,464
30
$6.43M 1.21%
148,343
+3,531
31
$6.42M 1.21%
53,900
-739
32
$6.31M 1.19%
117,496
+38,268
33
$6.2M 1.17%
59,391
-605
34
$5.94M 1.12%
102,588
+16,072
35
$5.71M 1.08%
265,660
+636
36
$5.67M 1.07%
244,833
+23,841
37
$5.44M 1.02%
105,144
+24,679
38
$5.24M 0.99%
41,027
-4,110
39
$5.23M 0.99%
70,774
+9,802
40
$5.21M 0.98%
33,998
-1,400
41
$4.96M 0.93%
42,593
-835
42
$4.82M 0.91%
226,281
+7,645
43
$4.8M 0.9%
142,268
+8,435
44
$4.79M 0.9%
224,784
+18,228
45
$4.65M 0.88%
46,321
-32,542
46
$4.63M 0.87%
55,060
-559
47
$4.54M 0.86%
26,391
-11,777
48
$4.5M 0.85%
26,685
-215
49
$4.47M 0.84%
210,215
+10,352
50
$4.31M 0.81%
73,872
-3,534
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