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
$531M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.27M
3
+$2.06M
4
ABT icon
Abbott
ABT
+$1.91M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.28M

Top Sells

1
+$3.26M
2
+$2.03M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$1.18M
5
JNJ icon
Johnson & Johnson
JNJ
+$1,000K

Sector Composition

1 Healthcare 9.16%
2 Industrials 7.82%
3 Financials 7.4%
4 Technology 6.19%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$441K 0.08%
3,621
-100
127
$437K 0.08%
2,582
+215
128
$409K 0.08%
3,700
129
$403K 0.08%
10,452
-70
130
$381K 0.07%
4,575
+167
131
$375K 0.07%
6,832
+364
132
$362K 0.07%
2,569
133
$351K 0.07%
3,000
134
$345K 0.07%
4,407
-2,395
135
$311K 0.06%
6,395
136
$311K 0.06%
11,406
-4,056
137
$310K 0.06%
2,108
+872
138
$309K 0.06%
2,014
+100
139
$305K 0.06%
4,930
+242
140
$293K 0.06%
2,468
141
$284K 0.05%
3,869
-3,014
142
$283K 0.05%
2,472
+262
143
$280K 0.05%
3,151
-2,365
144
$273K 0.05%
+2,489
145
$266K 0.05%
+7,374
146
$254K 0.05%
11,175
+406
147
$245K 0.05%
4,154
-100
148
$243K 0.05%
+9,618
149
$240K 0.05%
3,906
-1,218
150
$228K 0.04%
18,200
-2,800
4 5
6
7 8