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
$369M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.66M
3
+$2.2M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.52M

Top Sells

1
+$3.35M
2
+$3.26M
3
+$2.7M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.37M
5
JSN
NUVEEN EQUITY PREMIUM OPPORTUNITY FUND
JSN
+$1.49M

Sector Composition

1 Energy 9.78%
2 Technology 8.86%
3 Industrials 8.8%
4 Consumer Staples 7.35%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.68%
34,591
+3,040
52
$2.43M 0.66%
91,650
+9,550
53
$2.38M 0.64%
39,657
+36,074
54
$2.33M 0.63%
59,542
-300
55
$2.27M 0.61%
22,748
-2,074
56
$2.24M 0.61%
28,474
+1,272
57
$2.2M 0.59%
+10,588
58
$2.12M 0.57%
22,342
+1,214
59
$2.11M 0.57%
47,024
60
$2.1M 0.57%
38,014
-105
61
$1.85M 0.5%
14,201
+645
62
$1.63M 0.44%
65,374
+2,445
63
$1.59M 0.43%
51,444
-435
64
$1.58M 0.43%
38,526
+445
65
$1.56M 0.42%
14,656
+515
66
$1.52M 0.41%
7,736
-330
67
$1.52M 0.41%
+14,893
68
$1.49M 0.4%
+17,376
69
$1.48M 0.4%
25,183
+6,778
70
$1.45M 0.39%
19,598
-1,981
71
$1.4M 0.38%
11,710
+474
72
$1.38M 0.37%
20,791
-50,400
73
$1.34M 0.36%
10,644
-2,019
74
$1.3M 0.35%
+18,370
75
$1.3M 0.35%
6,661
+63
1 2
3
4 5