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
$368M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$2.51M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.23M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.22M

Top Sells

1
+$5.07M
2
+$5.06M
3
+$1.79M
4
T icon
AT&T
T
+$1.46M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 9.52%
2 Industrials 8.77%
3 Financials 8.13%
4 Energy 7.41%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.32%
7,288
+380
77
$1.11M 0.3%
36,530
+75
78
$1.09M 0.3%
18,185
+2,148
79
$1.06M 0.29%
13,269
+2,630
80
$1.05M 0.29%
24,019
-28,515
81
$1.05M 0.28%
17,203
-125
82
$971K 0.26%
15,055
83
$958K 0.26%
21,636
+1,955
84
$953K 0.26%
24,000
-1,800
85
$944K 0.26%
7,590
86
$930K 0.25%
8,428
-129
87
$878K 0.24%
8,119
-858
88
$855K 0.23%
25,410
-250
89
$846K 0.23%
6,046
-1,205
90
$805K 0.22%
16,572
91
$800K 0.22%
19,580
+3,650
92
$764K 0.21%
9,216
-12,792
93
$750K 0.2%
10,820
+1,300
94
$743K 0.2%
22,318
+3,073
95
$716K 0.19%
9,186
+2,881
96
$708K 0.19%
27,200
+400
97
$690K 0.19%
21,406
-775
98
$675K 0.18%
9,298
-100
99
$675K 0.18%
17,900
100
$668K 0.18%
16,603
2 3
4
5 6