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
$461M
AUM Growth
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.93M
3
+$2.01M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.62M
5
UNP icon
Union Pacific
UNP
+$1.16M

Top Sells

1
+$5.2M
2
+$3.54M
3
+$3.44M
4
WHR icon
Whirlpool
WHR
+$2.94M
5
MCHP icon
Microchip Technology
MCHP
+$2.2M

Sector Composition

1 Healthcare 9.13%
2 Industrials 8.73%
3 Technology 6.37%
4 Financials 5.64%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.64%
32,970
+2,745
52
$2.95M 0.64%
43,142
+2,754
53
$2.68M 0.58%
34,038
+1,254
54
$2.65M 0.58%
86,404
-54,426
55
$2.65M 0.58%
70,263
+61
56
$2.51M 0.55%
51,610
-50
57
$2.34M 0.51%
24,030
+209
58
$2.23M 0.48%
104,654
+44,568
59
$2.07M 0.45%
44,865
+5,785
60
$1.93M 0.42%
51,065
-180
61
$1.87M 0.41%
17,155
-274
62
$1.83M 0.4%
48,768
+8,481
63
$1.8M 0.39%
84,378
+30,061
64
$1.8M 0.39%
30,244
-273
65
$1.75M 0.38%
36,602
+8,989
66
$1.75M 0.38%
13,858
+2
67
$1.7M 0.37%
7,856
-5
68
$1.67M 0.36%
14,965
69
$1.6M 0.35%
27,059
-832
70
$1.57M 0.34%
12,535
-42
71
$1.57M 0.34%
67,885
-1,708
72
$1.54M 0.33%
49,765
-25
73
$1.47M 0.32%
5,215
74
$1.47M 0.32%
6,120
-57
75
$1.41M 0.31%
17,629
1 2
3
4 5