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
$341M
AUM Growth
+$777K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.22M
3
+$2.39M
4
BA icon
Boeing
BA
+$2.3M
5
PFE icon
Pfizer
PFE
+$2.02M

Top Sells

1
+$3.77M
2
+$3.66M
3
+$3.4M
4
FCX icon
Freeport-McMoran
FCX
+$2.71M
5
T icon
AT&T
T
+$2.65M

Sector Composition

1 Industrials 10.28%
2 Technology 8.63%
3 Energy 8.2%
4 Financials 7.81%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$528K 0.15%
1,963
+133
102
$495K 0.15%
2,345
-142
103
$484K 0.14%
5,006
+276
104
$477K 0.14%
+10,246
105
$451K 0.13%
8,500
106
$439K 0.13%
26,640
107
$425K 0.12%
5,366
-300
108
$420K 0.12%
7,634
-16
109
$411K 0.12%
20,960
-342
110
$409K 0.12%
3,400
111
$406K 0.12%
6,605
112
$395K 0.12%
3,500
113
$379K 0.11%
8,846
114
$368K 0.11%
8,100
-2,507
115
$368K 0.11%
4,514
-500
116
$366K 0.11%
9,603
-3,682
117
$359K 0.11%
18,141
-7,116
118
$349K 0.1%
3,580
+400
119
$348K 0.1%
36,000
120
$336K 0.1%
13,182
-453
121
$328K 0.1%
4,099
122
$318K 0.09%
5,918
+215
123
$315K 0.09%
10,950
124
$310K 0.09%
11,880
-2,307
125
$294K 0.09%
6,200
-1,200
3 4
5
6 7