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
$438M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.04M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$2.06M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.86M

Top Sells

1
+$4.95M
2
+$3.79M
3
+$3.55M
4
PG icon
Procter & Gamble
PG
+$3.34M
5
KSS icon
Kohl's
KSS
+$2.84M

Sector Composition

1 Healthcare 9.64%
2 Industrials 7.19%
3 Financials 6.75%
4 Technology 5.93%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$764K 0.17%
27,862
102
$734K 0.17%
10,387
-160
103
$701K 0.16%
27,391
-1,000
104
$695K 0.16%
14,921
-61,040
105
$679K 0.16%
+16,800
106
$663K 0.15%
7,873
+680
107
$656K 0.15%
24,780
-4,200
108
$647K 0.15%
21,110
-915
109
$645K 0.15%
5,116
-254
110
$639K 0.15%
45,000
111
$617K 0.14%
5,285
-90
112
$611K 0.14%
16,603
113
$582K 0.13%
5,055
+136
114
$573K 0.13%
7,958
-493
115
$561K 0.13%
8,740
-225
116
$540K 0.12%
9,600
+32
117
$538K 0.12%
26,340
118
$521K 0.12%
17,600
119
$514K 0.12%
2,600
-10
120
$495K 0.11%
38,888
-5,917
121
$481K 0.11%
3,400
122
$458K 0.1%
3,429
123
$454K 0.1%
17,861
-439
124
$452K 0.1%
4,055
-205
125
$448K 0.1%
18,000
3 4
5
6 7