1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$4.28M
3
+$1.91M
4
F icon
Ford
F
+$1.83M
5
WU icon
Western Union
WU
+$1.81M

Top Sells

1
+$7.69M
2
+$7.27M
3
+$5.82M
4
WSM icon
Williams-Sonoma
WSM
+$3.44M
5
PM icon
Philip Morris
PM
+$2.29M

Sector Composition

1 Technology 11.54%
2 Healthcare 8.01%
3 Financials 7.53%
4 Consumer Staples 4.82%
5 Energy 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.72M 0.33%
42,896
+6,496
77
$2.71M 0.33%
23,518
+16,564
78
$2.6M 0.31%
45,526
+1,116
79
$2.42M 0.29%
21,908
-16,365
80
$2.42M 0.29%
10,688
-619
81
$2.29M 0.28%
6,640
-62
82
$2.25M 0.27%
38,505
-234
83
$2.19M 0.26%
70,778
-6,294
84
$2.14M 0.26%
1,176
85
$2.03M 0.24%
13,948
-668
86
$1.92M 0.23%
3,586
87
$1.83M 0.22%
+146,177
88
$1.83M 0.22%
28,445
-2,410
89
$1.75M 0.21%
3,480
+1
90
$1.73M 0.21%
8,536
-2
91
$1.7M 0.2%
6,461
+629
92
$1.63M 0.2%
19,430
93
$1.57M 0.19%
29,179
+16
94
$1.57M 0.19%
16,430
+1,736
95
$1.5M 0.18%
25,143
-3,300
96
$1.45M 0.17%
29,023
-1,001
97
$1.41M 0.17%
1,656
-49
98
$1.39M 0.17%
49,792
99
$1.39M 0.17%
29,393
100
$1.39M 0.17%
17,858
-1,020
2 3
4
5 6