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
$363M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.13M
3
+$3.39M
4
BAC icon
Bank of America
BAC
+$2.48M
5
T icon
AT&T
T
+$1.83M

Top Sells

1
+$4.39M
2
+$3.69M
3
+$3.66M
4
MAR icon
Marriott International
MAR
+$3.19M
5
TXN icon
Texas Instruments
TXN
+$2.8M

Sector Composition

1 Energy 9.93%
2 Industrials 8.68%
3 Financials 7.96%
4 Consumer Staples 7.77%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.68%
29,443
+969
52
$2.34M 0.64%
21,548
-1,200
53
$2.3M 0.63%
94,650
+3,000
54
$2.26M 0.62%
33,135
-1,456
55
$2.16M 0.6%
38,247
+233
56
$2.12M 0.58%
22,098
-244
57
$2.07M 0.57%
46,850
-174
58
$1.81M 0.5%
9,120
+1,384
59
$1.75M 0.48%
14,653
+452
60
$1.74M 0.48%
50,014
-1,430
61
$1.74M 0.48%
+136,477
62
$1.71M 0.47%
18,377
-26,432
63
$1.59M 0.44%
38,303
-223
64
$1.52M 0.42%
22,311
+3,741
65
$1.52M 0.42%
14,724
+68
66
$1.51M 0.42%
14,893
67
$1.46M 0.4%
16,026
-1,350
68
$1.45M 0.4%
19,377
-221
69
$1.44M 0.4%
22,966
+2,175
70
$1.4M 0.39%
21,748
+3,378
71
$1.32M 0.36%
11,117
-593
72
$1.32M 0.36%
6,686
+25
73
$1.31M 0.36%
23,957
-1,226
74
$1.28M 0.35%
10,404
-240
75
$1.23M 0.34%
4,915
1 2
3
4 5