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
$531M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.27M
3
+$2.06M
4
ABT icon
Abbott
ABT
+$1.91M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.28M

Top Sells

1
+$3.26M
2
+$2.03M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$1.18M
5
JNJ icon
Johnson & Johnson
JNJ
+$1,000K

Sector Composition

1 Healthcare 9.16%
2 Industrials 7.82%
3 Financials 7.4%
4 Technology 6.19%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.31%
42,740
+385
77
$1.63M 0.31%
46,945
+540
78
$1.58M 0.3%
14,458
-2,115
79
$1.58M 0.3%
5,681
-10
80
$1.52M 0.29%
11,770
-2,566
81
$1.5M 0.28%
103,795
+1,000
82
$1.47M 0.28%
8,470
+230
83
$1.46M 0.27%
12,342
-236
84
$1.45M 0.27%
4,570
-200
85
$1.31M 0.25%
16,214
-997
86
$1.25M 0.24%
20,955
-410
87
$1.25M 0.24%
55,500
+2,900
88
$1.24M 0.23%
8,801
+5
89
$1.14M 0.22%
7,988
90
$1.08M 0.2%
10,066
-58
91
$1.05M 0.2%
15,040
+34
92
$1.05M 0.2%
25,400
93
$1.01M 0.19%
19,768
94
$942K 0.18%
49,158
-11,985
95
$874K 0.16%
17,758
+161
96
$866K 0.16%
17,200
97
$801K 0.15%
+16,735
98
$765K 0.14%
45,000
99
$751K 0.14%
14,856
-180
100
$730K 0.14%
3,809
+1
2 3
4
5 6