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
$820M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.07M
3
+$3.53M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.59M
5
BAC icon
Bank of America
BAC
+$2.44M

Top Sells

1
+$9.15M
2
+$8.28M
3
+$6.52M
4
WM icon
Waste Management
WM
+$5.15M
5
AXP icon
American Express
AXP
+$4.88M

Sector Composition

1 Technology 12.19%
2 Healthcare 11.11%
3 Financials 6.54%
4 Consumer Staples 5.58%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.26M 0.28%
23,816
-200
77
$2.19M 0.27%
5,553
-484
78
$2.16M 0.26%
49,649
-1,251
79
$2.13M 0.26%
9,579
-179
80
$2.07M 0.25%
14,821
81
$2.04M 0.25%
38,800
-2,930
82
$2.02M 0.25%
25,495
+3,374
83
$2M 0.24%
4,170
-5
84
$1.92M 0.23%
25,570
+33
85
$1.57M 0.19%
28,655
-517
86
$1.49M 0.18%
24,913
+1,403
87
$1.43M 0.17%
5,959
+5,709
88
$1.43M 0.17%
31,184
+6,617
89
$1.42M 0.17%
6,479
-21
90
$1.4M 0.17%
23,886
+496
91
$1.4M 0.17%
11,831
-264
92
$1.35M 0.17%
6,378
-41
93
$1.34M 0.16%
28,315
+27,664
94
$1.29M 0.16%
8,554
-15
95
$1.28M 0.16%
14,053
-40
96
$1.26M 0.15%
1,176
97
$1.23M 0.15%
7,104
-47,791
98
$1.22M 0.15%
3,397
+1,664
99
$1.22M 0.15%
11,028
-232
100
$1.15M 0.14%
10,842
-372
2 3
4
5 6