1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$4.28M
3
+$1.91M
4
F icon
Ford
F
+$1.83M
5
WU icon
Western Union
WU
+$1.81M

Top Sells

1
+$7.69M
2
+$7.27M
3
+$5.82M
4
WSM icon
Williams-Sonoma
WSM
+$3.44M
5
PM icon
Philip Morris
PM
+$2.29M

Sector Composition

1 Technology 11.54%
2 Healthcare 8.01%
3 Financials 7.53%
4 Consumer Staples 4.82%
5 Energy 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.05M 0.61%
49,862
-22,581
52
$4.87M 0.59%
37,887
-938
53
$4.81M 0.58%
49,438
-905
54
$4.72M 0.57%
12,959
-534
55
$4.53M 0.55%
91,597
-448
56
$4.51M 0.54%
158,695
+3,718
57
$4.28M 0.52%
+145,280
58
$4.2M 0.51%
21,572
-1,125
59
$4.07M 0.49%
41,425
60
$4.01M 0.48%
51,153
-417
61
$3.94M 0.47%
4,346
-55
62
$3.92M 0.47%
39,517
+1,828
63
$3.83M 0.46%
23,196
-899
64
$3.79M 0.46%
95,587
+8,201
65
$3.73M 0.45%
26,384
-24,338
66
$3.59M 0.43%
42,618
+10,028
67
$3.31M 0.4%
98,305
+2,743
68
$3.26M 0.39%
26,410
-6,200
69
$3.26M 0.39%
22,019
+10,280
70
$3.18M 0.38%
18,554
-33,920
71
$3.06M 0.37%
11,662
-35
72
$3.06M 0.37%
26,565
-63,122
73
$2.96M 0.36%
16,977
-87
74
$2.94M 0.35%
5,398
-2
75
$2.72M 0.33%
12,041
1 2
3
4 5