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
$438M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.04M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$2.06M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.86M

Top Sells

1
+$4.95M
2
+$3.79M
3
+$3.55M
4
PG icon
Procter & Gamble
PG
+$3.34M
5
KSS icon
Kohl's
KSS
+$2.84M

Sector Composition

1 Healthcare 9.64%
2 Industrials 7.19%
3 Financials 6.75%
4 Technology 5.93%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.69%
134,273
+3,795
52
$3.02M 0.69%
143,196
+21,514
53
$2.93M 0.67%
88,044
+12,926
54
$2.47M 0.56%
37,491
+1,393
55
$2.46M 0.56%
29,921
-40,529
56
$2.34M 0.53%
23,837
-50,459
57
$2.16M 0.49%
46,810
58
$2.15M 0.49%
29,169
-1,555
59
$1.88M 0.43%
85,053
-2,184
60
$1.87M 0.43%
13,880
-314
61
$1.86M 0.42%
+232,864
62
$1.82M 0.42%
22,842
+671
63
$1.79M 0.41%
17,427
+67
64
$1.63M 0.37%
7,939
-8,707
65
$1.62M 0.37%
15,465
66
$1.6M 0.37%
49,425
+205
67
$1.57M 0.36%
31,041
+661
68
$1.56M 0.36%
34,867
+13,443
69
$1.56M 0.36%
27,330
-1,785
70
$1.47M 0.34%
12,524
-258
71
$1.46M 0.33%
6,586
+19
72
$1.45M 0.33%
+30,547
73
$1.44M 0.33%
27,741
-3,224
74
$1.38M 0.32%
17,129
-89
75
$1.37M 0.31%
5,215
1 2
3
4 5