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
$461M
AUM Growth
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.93M
3
+$2.01M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.62M
5
UNP icon
Union Pacific
UNP
+$1.16M

Top Sells

1
+$5.2M
2
+$3.54M
3
+$3.44M
4
WHR icon
Whirlpool
WHR
+$2.94M
5
MCHP icon
Microchip Technology
MCHP
+$2.2M

Sector Composition

1 Healthcare 9.13%
2 Industrials 8.73%
3 Technology 6.37%
4 Financials 5.64%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$703K 0.15%
16,176
-12,139
102
$664K 0.14%
25,991
-400
103
$662K 0.14%
16,603
104
$658K 0.14%
13,775
105
$645K 0.14%
3,977
-18,116
106
$627K 0.14%
7,808
-150
107
$621K 0.13%
4,958
-78
108
$620K 0.13%
25,590
109
$614K 0.13%
14,046
-25
110
$605K 0.13%
5,285
111
$581K 0.13%
4,959
-90
112
$574K 0.12%
18,478
-70,840
113
$567K 0.12%
7,038
-555
114
$544K 0.12%
45,000
115
$541K 0.12%
3,400
116
$535K 0.12%
2,500
117
$502K 0.11%
16,400
-1,200
118
$477K 0.1%
5,516
-87
119
$475K 0.1%
16,060
-1,230
120
$463K 0.1%
8,740
121
$456K 0.1%
+8,773
122
$433K 0.09%
42,600
123
$431K 0.09%
+17,785
124
$428K 0.09%
13,910
-2,775
125
$405K 0.09%
30,556
-3,826
3 4
5
6 7