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
$531M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.27M
3
+$2.06M
4
ABT icon
Abbott
ABT
+$1.91M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.28M

Top Sells

1
+$3.26M
2
+$2.03M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$1.18M
5
JNJ icon
Johnson & Johnson
JNJ
+$1,000K

Sector Composition

1 Healthcare 9.16%
2 Industrials 7.82%
3 Financials 7.4%
4 Technology 6.19%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.25M 0.8%
64,583
+7,792
52
$4.18M 0.79%
51,926
-5,480
53
$3.92M 0.74%
184,350
-611
54
$3.81M 0.72%
93,285
+12,968
55
$3.56M 0.67%
24,510
+3,191
56
$3.52M 0.66%
54,006
+10,146
57
$3.21M 0.61%
+31,059
58
$3.14M 0.59%
64,536
+39,341
59
$3.08M 0.58%
25,983
+2,402
60
$3.07M 0.58%
56,168
+5,801
61
$3.07M 0.58%
58,278
-3,796
62
$2.72M 0.51%
50,260
63
$2.71M 0.51%
129,298
+1,164
64
$2.61M 0.49%
22,231
-72
65
$2.42M 0.46%
22,206
-436
66
$2.39M 0.45%
114,639
-8,547
67
$2.26M 0.43%
79,375
-12,891
68
$2.13M 0.4%
46,894
-3,973
69
$2.12M 0.4%
24,318
-2,133
70
$2.1M 0.4%
8,679
-389
71
$1.93M 0.36%
16,697
-98
72
$1.83M 0.34%
34,123
+7
73
$1.83M 0.34%
29,905
-291
74
$1.76M 0.33%
37,820
+2,060
75
$1.75M 0.33%
14,018
-1,590
1 2
3
4 5