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
$495M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.95M
3
+$3.04M
4
CVS icon
CVS Health
CVS
+$2.68M
5
CB icon
Chubb
CB
+$2.17M

Top Sells

1
+$6.22M
2
+$4.08M
3
+$2.65M
4
UNP icon
Union Pacific
UNP
+$1.21M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.04M

Sector Composition

1 Healthcare 9.35%
2 Industrials 7.52%
3 Consumer Staples 6.66%
4 Financials 6.3%
5 Technology 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.3%
4,895
-320
77
$1.43M 0.29%
68,945
+1,060
78
$1.4M 0.28%
+17,107
79
$1.37M 0.28%
17,629
80
$1.31M 0.26%
23,718
-696
81
$1.3M 0.26%
17,753
-448
82
$1.26M 0.25%
52,600
83
$1.25M 0.25%
22,335
-460
84
$1.23M 0.25%
8,240
+35
85
$1.21M 0.24%
+30,480
86
$1.19M 0.24%
8,795
+621
87
$1.17M 0.24%
22,100
88
$1.16M 0.23%
16,003
-532
89
$1.04M 0.21%
15,190
+3,512
90
$995K 0.2%
25,905
-1,718
91
$989K 0.2%
10,667
-613
92
$986K 0.2%
8,992
-3,543
93
$952K 0.19%
17,200
94
$892K 0.18%
45,000
95
$890K 0.18%
25,420
-107
96
$858K 0.17%
17,444
-2,039
97
$858K 0.17%
17,597
+810
98
$815K 0.16%
17,203
+600
99
$794K 0.16%
15,829
-347
100
$793K 0.16%
15,918
+554
2 3
4
5 6