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
126
$443K 0.1%
5,908
-1,937
127
$369K 0.08%
18,682
128
$369K 0.08%
23,500
129
$366K 0.08%
42,600
-900
130
$362K 0.08%
9,617
+90
131
$359K 0.08%
14,900
132
$359K 0.08%
3,400
-100
133
$348K 0.08%
8,573
-500
134
$337K 0.08%
6,500
135
$333K 0.08%
3,100
-250
136
$320K 0.07%
22,800
137
$318K 0.07%
5,076
138
$300K 0.07%
14,700
-2,110
139
$292K 0.07%
4,750
-370
140
$285K 0.07%
3,000
141
$282K 0.06%
2,300
142
$279K 0.06%
5,650
143
$276K 0.06%
2,100
144
$267K 0.06%
1,885
+308
145
$267K 0.06%
21,000
146
$249K 0.06%
4,775
147
$236K 0.05%
2,528
148
$233K 0.05%
17,685
-1,375
149
$233K 0.05%
4,062
150
$212K 0.05%
2,000
-300
3 4 5
6
7