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
$341M
AUM Growth
+$777K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.22M
3
+$2.39M
4
BA icon
Boeing
BA
+$2.3M
5
PFE icon
Pfizer
PFE
+$2.02M

Top Sells

1
+$3.77M
2
+$3.66M
3
+$3.4M
4
FCX icon
Freeport-McMoran
FCX
+$2.71M
5
T icon
AT&T
T
+$2.65M

Sector Composition

1 Industrials 10.28%
2 Technology 8.63%
3 Energy 8.2%
4 Financials 7.81%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.31%
18,405
+2,475
77
$1.06M 0.31%
6,484
-443
78
$1.04M 0.3%
37,770
-40
79
$985K 0.29%
25,481
-2,196
80
$957K 0.28%
17,880
81
$933K 0.27%
9,389
-626
82
$890K 0.26%
7,653
83
$881K 0.26%
13,335
-150
84
$836K 0.24%
11,371
+199
85
$827K 0.24%
9,722
-900
86
$819K 0.24%
14,421
-1,200
87
$819K 0.24%
34,240
88
$785K 0.23%
12,100
+400
89
$771K 0.23%
14,845
-1,490
90
$764K 0.22%
14,872
-752
91
$741K 0.22%
26,140
92
$643K 0.19%
17,800
93
$615K 0.18%
8,073
-1,836
94
$607K 0.18%
9,084
-1,626
95
$601K 0.18%
19,789
-20,544
96
$595K 0.17%
16,415
-93,885
97
$586K 0.17%
16,603
98
$570K 0.17%
4,619
-1,145
99
$566K 0.17%
6,428
-850
100
$562K 0.16%
9,547
-1,219
2 3
4
5 6