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
$536M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.28M
3
+$3.13M
4
SJM icon
J.M. Smucker
SJM
+$2.68M
5
CVS icon
CVS Health
CVS
+$1.8M

Top Sells

1
+$5.7M
2
+$4.87M
3
+$4.54M
4
NUE icon
Nucor
NUE
+$3.67M
5
CB icon
Chubb
CB
+$3.56M

Sector Composition

1 Healthcare 8.78%
2 Technology 7.24%
3 Financials 6.8%
4 Industrials 6.33%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.9M 0.73%
183,922
-428
52
$3.89M 0.73%
56,834
+2,828
53
$3.83M 0.72%
20,778
+16,969
54
$3.43M 0.64%
64,335
-201
55
$3.4M 0.63%
57,451
+1,283
56
$3.27M 0.61%
28,225
-21,908
57
$3.03M 0.56%
143,409
+14,111
58
$2.96M 0.55%
56,126
-2,152
59
$2.84M 0.53%
50,260
60
$2.56M 0.48%
122,096
+7,457
61
$2.53M 0.47%
21,841
-365
62
$2.5M 0.47%
51,340
+13,520
63
$2.41M 0.45%
21,710
-521
64
$2.31M 0.43%
28,246
+21,970
65
$2.29M 0.43%
77,539
-1,836
66
$2.18M 0.41%
8,679
67
$2.17M 0.41%
23,901
-417
68
$2.08M 0.39%
37,067
-65,521
69
$1.91M 0.36%
47,670
+4,930
70
$1.83M 0.34%
16,426
-271
71
$1.82M 0.34%
33,889
-234
72
$1.82M 0.34%
14,077
+59
73
$1.79M 0.33%
29,332
-573
74
$1.74M 0.32%
5,594
-87
75
$1.61M 0.3%
104,865
+1,070
1 2
3
4 5