We are live on
!
Find out more
1IA
1834 Investment Advisors Portfolio holdings
AUM
$883M
1-Year Est. Return
23.82%
This Fund
S&P 500
This Quarter
Est. Return
+1.2%
1 Year Est. Return
+23.82%
3 Year Est. Return
+61.82%
5 Year Est. Return
+69.87%
10 Year Est. Return
+204.78%
AUM
$291M
AUM Growth
–
Cap. Flow
+$294M
Cap. Flow
% of AUM
100.92%
Top 10 Holdings %
Top 10 Hldgs %
29.04%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$19.5M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$11.8M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$11.3M |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$7.43M |
| 5 |
Verizon
VZ
|
+$6.78M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 10.46% |
| 2 | Energy | 9.33% |
| 3 | Financials | 8.18% |
| 4 | Consumer Staples | 7.23% |
| 5 | Healthcare | 7.22% |
Similar funds
GKFF
MFWM
AE
I
OHA
HT
AGDI
FCM
1834 Investment Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for 1834 Investment Advisors, which disclosed 152 positions worth $291M. Its ten largest holdings account for 29% of the portfolio.
Its largest position is iShares S&P 500 Growth ETF: 918,280 shares worth $19.3M.
By sector, the portfolio is most concentrated in Industrials at 10% of assets, followed by Energy and Financials.
- 1834 Investment Advisors's largest Q2 2013 buy was iShares S&P 500 Growth ETF: 918,280 shares worth $19.3M.
- 1834 Investment Advisors's ten largest holdings make up 29% of its $291M portfolio in Q2 2013.
- 1834 Investment Advisors disclosed 152 positions in Q2 2013, its first 13F filing on record.
Based on 1834 Investment Advisors's 13F filing for Q2 2013, filed 9 Aug 2013.