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
$291M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$11.8M
3
+$11.2M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$7.44M
5
VZ icon
Verizon
VZ
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.46%
2 Energy 9.33%
3 Financials 8.18%
4 Consumer Staples 7.23%
5 Healthcare 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.64%
+35,878
52
$1.82M 0.62%
+71,450
53
$1.76M 0.6%
+22,848
54
$1.73M 0.59%
+19,373
55
$1.71M 0.59%
+70,429
56
$1.71M 0.59%
+62,040
57
$1.69M 0.58%
+50,797
58
$1.68M 0.58%
+46,930
59
$1.68M 0.58%
+38,005
60
$1.63M 0.56%
+28,774
61
$1.62M 0.56%
+46,560
62
$1.62M 0.56%
+40,084
63
$1.59M 0.55%
+25,365
64
$1.54M 0.53%
+26,411
65
$1.47M 0.5%
+23,803
66
$1.42M 0.49%
+21,040
67
$1.39M 0.48%
+14,882
68
$1.34M 0.46%
+23,914
69
$1.29M 0.44%
+104,100
70
$1.23M 0.42%
+11,051
71
$1.1M 0.38%
+6,850
72
$980K 0.34%
+4,665
73
$912K 0.31%
+39,470
74
$897K 0.31%
+28,173
75
$869K 0.3%
+17,426
1 2
3
4 5