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
126
$372K 0.08%
3,400
127
$361K 0.08%
3,888
-15,071
128
$361K 0.08%
3,100
129
$338K 0.07%
7,873
-1,200
130
$337K 0.07%
6,900
-9,000
131
$332K 0.07%
6,500
132
$326K 0.07%
2,100
133
$323K 0.07%
11,600
+4,600
134
$320K 0.07%
6,395
135
$320K 0.07%
750
136
$313K 0.07%
2,300
137
$302K 0.07%
4,687
+11
138
$297K 0.06%
15,400
-3,282
139
$282K 0.06%
4,012
-50
140
$280K 0.06%
21,000
141
$277K 0.06%
3,000
142
$275K 0.06%
6,495
-2,928
143
$267K 0.06%
12,100
-1,500
144
$265K 0.06%
2,528
145
$264K 0.06%
4,675
146
$255K 0.06%
9,885
-66,256
147
$245K 0.05%
4,658
148
$231K 0.05%
5,457
-83
149
$219K 0.05%
1,902
150
$219K 0.05%
4,981
3 4 5
6
7