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
$495M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.95M
3
+$3.04M
4
CVS icon
CVS Health
CVS
+$2.68M
5
CB icon
Chubb
CB
+$2.17M

Top Sells

1
+$6.22M
2
+$4.08M
3
+$2.65M
4
UNP icon
Union Pacific
UNP
+$1.21M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.04M

Sector Composition

1 Healthcare 9.35%
2 Industrials 7.52%
3 Consumer Staples 6.66%
4 Financials 6.3%
5 Technology 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.6%
47,011
+3,869
52
$2.81M 0.57%
87,539
+1,135
53
$2.76M 0.56%
122,033
-8,779
54
$2.68M 0.54%
+33,993
55
$2.51M 0.51%
51,610
56
$2.51M 0.51%
29,871
-3,099
57
$2.4M 0.48%
23,167
-11,709
58
$2.4M 0.48%
49,579
+12,977
59
$2.35M 0.47%
65,767
+16,999
60
$2.35M 0.47%
49,699
+4,834
61
$2.34M 0.47%
114,438
+9,784
62
$2.26M 0.46%
10,102
+2,246
63
$2.17M 0.44%
+16,460
64
$2.16M 0.44%
23,598
-432
65
$2.1M 0.42%
102,673
+18,295
66
$1.85M 0.37%
51,123
+58
67
$1.8M 0.36%
15,606
+641
68
$1.8M 0.36%
17,192
+37
69
$1.76M 0.35%
34,955
-123,828
70
$1.69M 0.34%
42,355
+12,015
71
$1.66M 0.34%
29,563
-681
72
$1.63M 0.33%
102,795
+15,770
73
$1.59M 0.32%
48,105
-1,660
74
$1.53M 0.31%
26,573
-486
75
$1.5M 0.3%
5,986
-134
1 2
3
4 5