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
$362M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.44M
3
+$2.41M
4
CVX icon
Chevron
CVX
+$1.98M
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.6M

Top Sells

1
+$3.5M
2
+$2.98M
3
+$2.64M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.5M
5
IBM icon
IBM
IBM
+$1.93M

Sector Composition

1 Industrials 9.62%
2 Energy 9.06%
3 Healthcare 8.63%
4 Financials 8.2%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.6%
94,600
-50
52
$2.15M 0.59%
18,008
-3,540
53
$2.07M 0.57%
52,534
+30,786
54
$1.93M 0.53%
22,008
-90
55
$1.87M 0.52%
51,459
+1,445
56
$1.86M 0.52%
9,016
-104
57
$1.79M 0.5%
49,572
-13,386
58
$1.7M 0.47%
31,278
-6,969
59
$1.69M 0.47%
37,441
-862
60
$1.63M 0.45%
14,117
-607
61
$1.63M 0.45%
23,224
+913
62
$1.6M 0.44%
+131,863
63
$1.58M 0.44%
14,893
64
$1.5M 0.42%
10,955
-162
65
$1.48M 0.41%
7,201
+515
66
$1.44M 0.4%
17,177
-2,200
67
$1.41M 0.39%
22,891
-75
68
$1.41M 0.39%
13,926
-2,100
69
$1.4M 0.39%
7,242
+800
70
$1.3M 0.36%
4,915
71
$1.26M 0.35%
10,425
+21
72
$1.23M 0.34%
54,656
-132,312
73
$1.23M 0.34%
24,047
+90
74
$1.14M 0.32%
17,328
-1,217
75
$1.13M 0.31%
16,037
+1,183
1 2
3
4 5