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
$362M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.44M
3
+$2.41M
4
CVX icon
Chevron
CVX
+$1.98M
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.6M

Top Sells

1
+$3.5M
2
+$2.98M
3
+$2.64M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.5M
5
IBM icon
IBM
IBM
+$1.93M

Sector Composition

1 Industrials 9.62%
2 Energy 9.06%
3 Healthcare 8.63%
4 Financials 8.2%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.3%
6,908
-16,572
77
$1.1M 0.3%
14,424
+104
78
$1.06M 0.29%
36,455
-620
79
$974K 0.27%
10,639
+200
80
$967K 0.27%
7,251
-27
81
$967K 0.27%
19,681
-1,228
82
$950K 0.26%
8,977
-730
83
$916K 0.25%
25,800
-120
84
$908K 0.25%
7,590
-35
85
$892K 0.25%
8,557
-168
86
$889K 0.25%
15,055
+88
87
$870K 0.24%
14,254
-420
88
$864K 0.24%
25,660
-400
89
$783K 0.22%
16,572
+550
90
$783K 0.22%
22,181
+1,500
91
$726K 0.2%
17,228
-44,667
92
$712K 0.2%
26,800
-4,280
93
$710K 0.2%
17,900
94
$674K 0.19%
16,603
95
$660K 0.18%
23,740
-328
96
$659K 0.18%
9,520
-500
97
$656K 0.18%
19,245
+12,400
98
$648K 0.18%
9,398
-22
99
$631K 0.17%
15,930
-2,150
100
$584K 0.16%
40,368
2 3
4
5 6