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
$305M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.01M
3
+$1.62M
4
AAPL icon
Apple
AAPL
+$1.44M
5
RHI icon
Robert Half
RHI
+$1.41M

Top Sells

1
+$3.24M
2
+$2.65M
3
+$1.89M
4
DOV icon
Dover
DOV
+$1.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.63M

Sector Composition

1 Industrials 10.44%
2 Financials 8.62%
3 Technology 8.18%
4 Energy 7.91%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$469K 0.15%
4,190
-350
102
$461K 0.15%
1,683
103
$448K 0.15%
3,500
104
$441K 0.14%
5,816
-100
105
$427K 0.14%
13,600
-14,819
106
$406K 0.13%
8,134
-208
107
$393K 0.13%
27,840
-450
108
$388K 0.13%
8,327
-991
109
$376K 0.12%
14,896
-560
110
$372K 0.12%
21,302
111
$365K 0.12%
13,669
112
$356K 0.12%
6,000
113
$352K 0.12%
6,609
114
$340K 0.11%
13,791
115
$339K 0.11%
5,014
116
$333K 0.11%
10,190
-326
117
$324K 0.11%
8,846
118
$313K 0.1%
3,400
119
$309K 0.1%
36,000
-1,800
120
$305K 0.1%
10,950
121
$297K 0.1%
6,200
122
$297K 0.1%
5,703
+250
123
$296K 0.1%
8,675
-600
124
$291K 0.1%
3,180
-31
125
$288K 0.09%
4,243
-159
2 3 4
5
6