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
$368M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$2.51M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.23M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.22M

Top Sells

1
+$5.07M
2
+$5.06M
3
+$1.79M
4
T icon
AT&T
T
+$1.46M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 9.52%
2 Industrials 8.77%
3 Financials 8.13%
4 Energy 7.41%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.62%
26,757
-138
52
$2.23M 0.61%
+45,290
53
$2.22M 0.6%
94,325
-275
54
$2.18M 0.59%
10,489
+1,473
55
$2.05M 0.56%
24,952
-61,768
56
$2.01M 0.55%
18,588
+580
57
$1.73M 0.47%
37,372
-69
58
$1.72M 0.47%
31,278
59
$1.67M 0.45%
50,722
+1,150
60
$1.66M 0.45%
129,988
-1,875
61
$1.6M 0.43%
14,893
62
$1.59M 0.43%
50,824
-635
63
$1.57M 0.43%
13,701
-225
64
$1.56M 0.42%
22,978
-246
65
$1.49M 0.4%
7,201
66
$1.48M 0.4%
7,312
+70
67
$1.48M 0.4%
13,782
-335
68
$1.44M 0.39%
10,463
-492
69
$1.37M 0.37%
24,211
+1,320
70
$1.36M 0.37%
4,915
71
$1.36M 0.37%
17,678
+501
72
$1.32M 0.36%
24,717
+670
73
$1.26M 0.34%
38,738
-36,282
74
$1.21M 0.33%
14,298
-126
75
$1.21M 0.33%
10,172
-253
1 2
3
4 5