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
$291M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$11.8M
3
+$11.2M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$7.44M
5
VZ icon
Verizon
VZ
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.46%
2 Energy 9.33%
3 Financials 8.18%
4 Consumer Staples 7.23%
5 Healthcare 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$288K 0.1%
+3,400
127
$283K 0.1%
+6,200
128
$278K 0.1%
+3,211
129
$276K 0.09%
+5,453
130
$268K 0.09%
+4,200
131
$266K 0.09%
+4,219
132
$257K 0.09%
+4,402
133
$254K 0.09%
+6,500
134
$248K 0.09%
+3,595
135
$242K 0.08%
+7,600
136
$242K 0.08%
+4,600
137
$241K 0.08%
+5,655
138
$237K 0.08%
+3,133
139
$229K 0.08%
+6,498
140
$224K 0.08%
+3,713
141
$213K 0.07%
+4,386
142
$211K 0.07%
+4,060
143
$211K 0.07%
+7,045
144
$206K 0.07%
+3,700
145
$206K 0.07%
+2,877
146
$175K 0.06%
+10,158
2 3 4 5
6