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
$461M
AUM Growth
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.93M
3
+$2.01M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.62M
5
UNP icon
Union Pacific
UNP
+$1.16M

Top Sells

1
+$5.2M
2
+$3.54M
3
+$3.44M
4
WHR icon
Whirlpool
WHR
+$2.94M
5
MCHP icon
Microchip Technology
MCHP
+$2.2M

Sector Composition

1 Healthcare 9.13%
2 Industrials 8.73%
3 Technology 6.37%
4 Financials 5.64%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.28%
87,025
-9,075
77
$1.26M 0.27%
30,340
+13,040
78
$1.24M 0.27%
22,795
79
$1.22M 0.26%
18,201
+49
80
$1.21M 0.26%
8,205
81
$1.17M 0.25%
27,623
82
$1.14M 0.25%
16,535
+2
83
$1.1M 0.24%
52,600
84
$1.1M 0.24%
22,100
-200
85
$1.08M 0.23%
24,414
-37,741
86
$1.04M 0.23%
117,104
87
$1.01M 0.22%
8,174
88
$1M 0.22%
11,280
+302
89
$999K 0.22%
19,483
-488
90
$982K 0.21%
38,780
+18,421
91
$956K 0.21%
25,527
92
$851K 0.18%
16,787
+215
93
$851K 0.18%
7,541
-427
94
$843K 0.18%
17,200
-200
95
$806K 0.18%
15,364
+380
96
$759K 0.16%
10,237
97
$734K 0.16%
26,862
98
$725K 0.16%
11,678
-62
99
$722K 0.16%
11,004
-3,853
100
$709K 0.15%
6,855
2 3
4
5 6