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
$368M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$2.51M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.23M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.22M

Top Sells

1
+$5.07M
2
+$5.06M
3
+$1.79M
4
T icon
AT&T
T
+$1.46M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 9.52%
2 Industrials 8.77%
3 Financials 8.13%
4 Energy 7.41%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$635K 0.17%
12,550
+1,974
102
$610K 0.17%
40,368
103
$606K 0.16%
5,778
+310
104
$572K 0.16%
13,465
-3,763
105
$569K 0.15%
8,950
+450
106
$554K 0.15%
9,380
+78
107
$534K 0.15%
26,640
108
$505K 0.14%
4,482
-176
109
$483K 0.13%
17,544
-75
110
$481K 0.13%
2,990
-50
111
$470K 0.13%
3,500
112
$443K 0.12%
7,687
-1,099
113
$439K 0.12%
7,677
114
$438K 0.12%
3,854
115
$431K 0.12%
39,000
+3,000
116
$397K 0.11%
18,100
117
$395K 0.11%
18,682
-2,278
118
$392K 0.11%
5,653
+330
119
$381K 0.1%
8,723
120
$379K 0.1%
15,520
-39,136
121
$349K 0.09%
6,966
122
$347K 0.09%
3,580
123
$345K 0.09%
10,950
124
$344K 0.09%
6,170
+805
125
$332K 0.09%
3,598
-816
3 4
5
6 7