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
126
$322K 0.09%
4,368
+46
127
$319K 0.09%
3,607
+87
128
$314K 0.09%
5,700
129
$312K 0.08%
11,394
-450
130
$305K 0.08%
2,250
131
$301K 0.08%
6,500
132
$285K 0.08%
3,000
133
$282K 0.08%
2,730
134
$262K 0.07%
2,400
+300
135
$253K 0.07%
+6,100
136
$244K 0.07%
1,987
137
$239K 0.06%
+3,298
138
$235K 0.06%
4,550
139
$234K 0.06%
2,775
140
$234K 0.06%
4,900
+700
141
$232K 0.06%
2,710
142
$228K 0.06%
+1,577
143
$227K 0.06%
2,901
+611
144
$213K 0.06%
4,800
145
$203K 0.06%
+4,119
146
$201K 0.05%
+4,663
147
– –
-5,096
148
– –
-35,073
149
– –
-11,258
150
– –
-1,476
3 4 5
6
7