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
$366M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.83M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.62M
5
KSS icon
Kohl's
KSS
+$1.29M

Top Sells

1
+$3.65M
2
+$3.53M
3
+$2.23M
4
BDCS
UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com
BDCS
+$1.67M
5
HAL icon
Halliburton
HAL
+$1.05M

Sector Composition

1 Healthcare 10.3%
2 Financials 8.61%
3 Industrials 7.14%
4 Energy 6.86%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.62%
35,915
+419
52
$2.26M 0.62%
46,750
53
$2.24M 0.61%
26,903
+146
54
$2.07M 0.56%
21,658
+3,070
55
$1.79M 0.49%
36,564
-808
56
$1.7M 0.46%
31,232
-46
57
$1.56M 0.43%
14,588
-305
58
$1.54M 0.42%
18,883
-6,069
59
$1.53M 0.42%
50,370
-454
60
$1.53M 0.42%
51,138
+416
61
$1.51M 0.41%
14,244
+462
62
$1.45M 0.4%
7,043
-158
63
$1.36M 0.37%
7,332
+20
64
$1.36M 0.37%
24,570
+359
65
$1.35M 0.37%
10,971
-2,730
66
$1.34M 0.37%
4,915
67
$1.33M 0.36%
10,473
+301
68
$1.33M 0.36%
10,343
-120
69
$1.32M 0.36%
25,162
+445
70
$1.31M 0.36%
102,144
-27,844
71
$1.26M 0.35%
17,918
+240
72
$1.21M 0.33%
28,960
+7,324
73
$1.19M 0.33%
14,144
-154
74
$1.16M 0.32%
13,719
+450
75
$1.12M 0.31%
7,319
+31
1 2
3
4 5