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
$305M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.01M
3
+$1.62M
4
AAPL icon
Apple
AAPL
+$1.44M
5
RHI icon
Robert Half
RHI
+$1.41M

Top Sells

1
+$3.24M
2
+$2.65M
3
+$1.89M
4
DOV icon
Dover
DOV
+$1.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.63M

Sector Composition

1 Industrials 10.44%
2 Financials 8.62%
3 Technology 8.18%
4 Energy 7.91%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$866K 0.28%
8,673
-612
77
$816K 0.27%
7,653
78
$805K 0.26%
15,180
-400
79
$795K 0.26%
15,371
-36,614
80
$761K 0.25%
30,411
+11,448
81
$756K 0.25%
16,335
-819
82
$744K 0.24%
12,550
-100
83
$727K 0.24%
16,244
-628
84
$725K 0.24%
13,485
-325
85
$697K 0.23%
34,800
86
$697K 0.23%
10,133
-1,483
87
$691K 0.23%
11,026
-752
88
$660K 0.22%
26,140
89
$628K 0.21%
7,688
-961
90
$606K 0.2%
11,133
+3,500
91
$602K 0.2%
11,966
-477
92
$567K 0.19%
17,800
93
$561K 0.18%
5,884
-578
94
$539K 0.18%
13,359
-1,556
95
$521K 0.17%
12,454
-393
96
$514K 0.17%
6,150
-760
97
$501K 0.16%
16,603
98
$495K 0.16%
9,436
-14,478
99
$490K 0.16%
24,470
100
$480K 0.16%
11,603
-1,112
2 3
4
5 6