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
126
$406K 0.08%
17,469
+2,069
127
$405K 0.08%
7,893
+20
128
$404K 0.08%
3,878
-10
129
$397K 0.08%
2,300
+200
130
$393K 0.08%
5,516
131
$391K 0.08%
7,889
-884
132
$380K 0.08%
750
133
$371K 0.07%
3,100
134
$363K 0.07%
+4,401
135
$361K 0.07%
6,495
136
$356K 0.07%
2,929
+1,267
137
$352K 0.07%
10,978
-7,500
138
$337K 0.07%
2,374
+74
139
$335K 0.07%
10,960
-2,950
140
$331K 0.07%
6,900
141
$311K 0.06%
9,720
-6,340
142
$311K 0.06%
6,500
143
$305K 0.06%
2,568
+40
144
$305K 0.06%
4,675
145
$303K 0.06%
6,395
146
$300K 0.06%
4,118
+106
147
$295K 0.06%
1,813
+338
148
$281K 0.06%
12,369
+269
149
$278K 0.06%
4,687
150
$269K 0.05%
3,000
3 4 5
6
7