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
$426M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.79M
3
+$2.84M
4
APD icon
Air Products & Chemicals
APD
+$2.74M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$2.66M

Top Sells

1
+$4.1M
2
+$3.77M
3
+$2.93M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M
5
PEP icon
PepsiCo
PEP
+$1.71M

Sector Composition

1 Healthcare 10.23%
2 Financials 7.44%
3 Consumer Staples 7.2%
4 Industrials 7.01%
5 Technology 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.69%
130,478
+41,526
52
$2.86M 0.67%
136,950
+59,309
53
$2.84M 0.67%
+75,118
54
$2.7M 0.63%
26,693
+765
55
$2.66M 0.62%
+62,438
56
$2.56M 0.6%
126,425
+51,062
57
$2.5M 0.59%
121,682
+35,426
58
$2.42M 0.57%
36,098
+1,477
59
$2.36M 0.55%
50,599
-23,088
60
$2.35M 0.55%
30,093
+2,099
61
$2.15M 0.51%
46,810
62
$2.14M 0.5%
30,724
+2,025
63
$1.93M 0.45%
87,237
-2,173
64
$1.81M 0.42%
14,194
-975
65
$1.74M 0.41%
17,360
-17,151
66
$1.73M 0.41%
22,171
-828
67
$1.71M 0.4%
29,115
-1,067
68
$1.7M 0.4%
49,220
-1,225
69
$1.61M 0.38%
15,465
-200
70
$1.53M 0.36%
30,380
-982
71
$1.45M 0.34%
30,965
+2,518
72
$1.43M 0.34%
6,567
-385
73
$1.41M 0.33%
43,668
-7,350
74
$1.39M 0.33%
42,364
-62,187
75
$1.38M 0.32%
17,756
-1,467
1 2
3
4 5