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
$495M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.95M
3
+$3.04M
4
CVS icon
CVS Health
CVS
+$2.68M
5
CB icon
Chubb
CB
+$2.17M

Top Sells

1
+$6.22M
2
+$4.08M
3
+$2.65M
4
UNP icon
Union Pacific
UNP
+$1.21M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.04M

Sector Composition

1 Healthcare 9.35%
2 Industrials 7.52%
3 Consumer Staples 6.66%
4 Financials 6.3%
5 Technology 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$784K 0.16%
7,133
-408
102
$731K 0.15%
26,862
103
$679K 0.14%
13,746
-300
104
$676K 0.14%
7,134
+279
105
$670K 0.14%
26,386
+395
106
$669K 0.14%
13,775
107
$645K 0.13%
3,548
-429
108
$643K 0.13%
9,822
-415
109
$597K 0.12%
8,740
110
$594K 0.12%
4,850
-435
111
$574K 0.12%
7,808
112
$571K 0.12%
7,941
-3,063
113
$566K 0.11%
5,049
+90
114
$563K 0.11%
6,808
-230
115
$559K 0.11%
4,658
-300
116
$548K 0.11%
24,690
-900
117
$536K 0.11%
2,307
-193
118
$510K 0.1%
42,600
119
$504K 0.1%
+3,450
120
$481K 0.1%
3,412
+12
121
$478K 0.1%
17,000
+5,400
122
$448K 0.09%
17,811
-20,969
123
$446K 0.09%
14,944
-1,456
124
$424K 0.09%
3,700
+300
125
$410K 0.08%
+27,500
3 4
5
6 7