1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$777K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.22M
3
+$2.39M
4
BA icon
Boeing
BA
+$2.3M
5
PFE icon
Pfizer
PFE
+$2.02M

Top Sells

1
+$3.77M
2
+$3.66M
3
+$3.4M
4
FCX icon
Freeport-McMoran
FCX
+$2.71M
5
T icon
AT&T
T
+$2.65M

Sector Composition

1 Industrials 10.28%
2 Technology 8.63%
3 Energy 8.2%
4 Financials 7.81%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.74%
63,939
-3,013
52
$2.37M 0.69%
35,256
-926
53
$2.33M 0.68%
24,822
54
$2.24M 0.66%
31,551
+2,562
55
$2.19M 0.64%
27,202
+724
56
$2.15M 0.63%
82,100
+4,050
57
$2.08M 0.61%
59,842
-140
58
$2.06M 0.61%
38,119
+302
59
$2.02M 0.59%
47,024
60
$1.87M 0.55%
21,128
+448
61
$1.61M 0.47%
13,556
-196
62
$1.6M 0.47%
8,718
-652
63
$1.57M 0.46%
12,663
64
$1.54M 0.45%
21,579
-575
65
$1.52M 0.44%
8,066
+1,124
66
$1.5M 0.44%
14,141
+51
67
$1.49M 0.44%
118,100
+4,000
68
$1.47M 0.43%
38,081
-1,280
69
$1.41M 0.41%
62,929
-4,100
70
$1.34M 0.39%
51,879
+525
71
$1.27M 0.37%
11,236
+2,563
72
$1.23M 0.36%
6,598
-100
73
$1.21M 0.35%
4,815
+150
74
$1.18M 0.34%
18,440
+808
75
$1.07M 0.31%
19,965
-4,994
1 2
3
4 5