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
$362M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.44M
3
+$2.41M
4
CVX icon
Chevron
CVX
+$1.98M
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.6M

Top Sells

1
+$3.5M
2
+$2.98M
3
+$2.64M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.5M
5
IBM icon
IBM
IBM
+$1.93M

Sector Composition

1 Industrials 9.62%
2 Energy 9.06%
3 Healthcare 8.63%
4 Financials 8.2%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$538K 0.15%
4,658
102
$530K 0.15%
9,302
+194
103
$515K 0.14%
5,468
+300
104
$512K 0.14%
10,576
+264
105
$502K 0.14%
26,640
106
$490K 0.14%
17,619
-1,005
107
$469K 0.13%
8,786
-650
108
$455K 0.13%
6,305
109
$455K 0.13%
20,960
110
$448K 0.12%
3,040
-201
111
$439K 0.12%
3,500
+100
112
$435K 0.12%
36,000
113
$421K 0.12%
8,500
114
$416K 0.12%
4,414
115
$410K 0.11%
7,677
-200
116
$405K 0.11%
3,854
-50
117
$398K 0.11%
3,580
118
$396K 0.11%
5,323
-1,346
119
$392K 0.11%
8,723
120
$372K 0.1%
18,100
-41
121
$349K 0.1%
5,365
-915
122
$339K 0.09%
11,844
-3,012
123
$335K 0.09%
6,966
-134
124
$331K 0.09%
10,950
125
$313K 0.09%
4,322
3 4
5
6 7