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
$536M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.28M
3
+$3.13M
4
SJM icon
J.M. Smucker
SJM
+$2.68M
5
CVS icon
CVS Health
CVS
+$1.8M

Top Sells

1
+$5.7M
2
+$4.87M
3
+$4.54M
4
NUE icon
Nucor
NUE
+$3.67M
5
CB icon
Chubb
CB
+$3.56M

Sector Composition

1 Healthcare 8.78%
2 Technology 7.24%
3 Financials 6.8%
4 Industrials 6.33%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.3%
45,010
-1,935
77
$1.53M 0.28%
12,563
+221
78
$1.51M 0.28%
58,329
+37,289
79
$1.48M 0.28%
8,458
-12
80
$1.48M 0.28%
4,545
-25
81
$1.31M 0.25%
11,171
-599
82
$1.3M 0.24%
8,804
+3
83
$1.29M 0.24%
20,537
-418
84
$1.24M 0.23%
55,500
85
$1.23M 0.23%
9,881
-185
86
$1.17M 0.22%
7,743
-245
87
$1.14M 0.21%
14,698
-62,787
88
$1.11M 0.21%
14,936
-104
89
$1.09M 0.2%
24,400
-1,000
90
$939K 0.18%
17,474
-56,398
91
$912K 0.17%
17,203
-2,565
92
$901K 0.17%
46,998
-2,160
93
$900K 0.17%
18,278
+520
94
$896K 0.17%
16,600
-600
95
$789K 0.15%
16,500
-235
96
$765K 0.14%
15,206
+350
97
$762K 0.14%
45,000
98
$723K 0.13%
12,247
-432
99
$708K 0.13%
14,399
+48
100
$687K 0.13%
8,181
-542
2 3
4
5 6