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
$536M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.28M
3
+$3.13M
4
SJM icon
J.M. Smucker
SJM
+$2.68M
5
CVS icon
CVS Health
CVS
+$1.8M

Top Sells

1
+$5.7M
2
+$4.87M
3
+$4.54M
4
NUE icon
Nucor
NUE
+$3.67M
5
CB icon
Chubb
CB
+$3.56M

Sector Composition

1 Healthcare 8.78%
2 Technology 7.24%
3 Financials 6.8%
4 Industrials 6.33%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.35M 1.37%
80,477
-709
27
$7.21M 1.35%
212,873
-2,873
28
$6.82M 1.27%
57,998
-1,393
29
$6.63M 1.24%
104,469
+3,500
30
$6.54M 1.22%
52,290
-1,610
31
$6.31M 1.18%
115,554
+10,410
32
$6.03M 1.12%
74,113
+22,187
33
$6.01M 1.12%
124,734
+7,238
34
$5.69M 1.06%
264,702
-958
35
$5.51M 1.03%
33,719
-279
36
$5.5M 1.03%
71,082
+308
37
$5.46M 1.02%
40,158
-869
38
$5.41M 1.01%
51,554
+25,571
39
$5.33M 1%
216,464
-28,369
40
$5.21M 0.97%
47,237
+916
41
$5.03M 0.94%
42,448
-145
42
$4.95M 0.92%
231,832
+7,048
43
$4.91M 0.92%
229,091
+2,810
44
$4.8M 0.9%
+105,133
45
$4.8M 0.89%
68,744
+4,161
46
$4.78M 0.89%
26,685
47
$4.66M 0.87%
219,489
+9,274
48
$4.66M 0.87%
54,805
-255
49
$4.18M 0.78%
96,034
+2,749
50
$4.05M 0.76%
36,387
+5,328
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