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
$438M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.04M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$2.06M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.86M

Top Sells

1
+$4.95M
2
+$3.79M
3
+$3.55M
4
PG icon
Procter & Gamble
PG
+$3.34M
5
KSS icon
Kohl's
KSS
+$2.84M

Sector Composition

1 Healthcare 9.64%
2 Industrials 7.19%
3 Financials 6.75%
4 Technology 5.93%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.31%
16,510
-868
77
$1.29M 0.3%
32,097
-18,502
78
$1.26M 0.29%
70,779
-7,211
79
$1.26M 0.29%
94,500
+37,950
80
$1.21M 0.28%
22,325
-50
81
$1.19M 0.27%
52,600
82
$1.16M 0.26%
27,623
-1,287
83
$1.15M 0.26%
22,400
84
$1.14M 0.26%
8,205
-1,413
85
$1.14M 0.26%
32,970
-9,394
86
$1.14M 0.26%
25,690
+17,954
87
$1.14M 0.26%
39,475
+550
88
$1.13M 0.26%
17,899
+449
89
$1.08M 0.25%
52,420
+38,381
90
$992K 0.23%
47,883
+14,943
91
$959K 0.22%
15,797
92
$895K 0.2%
8,090
93
$874K 0.2%
25,527
-18,141
94
$860K 0.2%
16,910
95
$859K 0.2%
7,666
+94
96
$851K 0.19%
11,125
-47
97
$849K 0.19%
17,400
+2,000
98
$833K 0.19%
16,158
+3,010
99
$813K 0.19%
17,400
100
$812K 0.19%
16,572
2 3
4
5 6