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
$305M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.01M
3
+$1.62M
4
AAPL icon
Apple
AAPL
+$1.44M
5
RHI icon
Robert Half
RHI
+$1.41M

Top Sells

1
+$3.24M
2
+$2.65M
3
+$1.89M
4
DOV icon
Dover
DOV
+$1.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.63M

Sector Composition

1 Industrials 10.44%
2 Financials 8.62%
3 Technology 8.18%
4 Energy 7.91%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.66%
52,524
+35,260
52
$2.02M 0.66%
26,708
-668
53
$1.92M 0.63%
73,550
+2,100
54
$1.87M 0.61%
61,132
55
$1.86M 0.61%
21,172
+1,799
56
$1.84M 0.6%
47,024
+94
57
$1.82M 0.6%
43,240
+3,156
58
$1.76M 0.58%
22,708
-140
59
$1.75M 0.58%
25,728
+1,925
60
$1.72M 0.57%
37,900
-105
61
$1.61M 0.53%
13,227
-26,676
62
$1.54M 0.5%
65,629
-4,800
63
$1.48M 0.49%
26,823
+412
64
$1.37M 0.45%
41,357
-5,203
65
$1.35M 0.44%
20,153
-887
66
$1.33M 0.44%
14,752
-130
67
$1.28M 0.42%
106,500
+2,400
68
$1.28M 0.42%
11,145
+94
69
$1.15M 0.38%
6,840
-10
70
$1.08M 0.35%
6,390
+1,877
71
$1.06M 0.35%
4,665
72
$1M 0.33%
27,674
-499
73
$976K 0.32%
39,305
-165
74
$947K 0.31%
7,427
-506
75
$939K 0.31%
16,880
-546
1 2
3
4 5