1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$777K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$4.22M
3 +$2.39M
4
BA icon
Boeing
BA
+$2.3M
5
PFE icon
Pfizer
PFE
+$2.02M

Top Sells

1 +$3.77M
2 +$3.66M
3 +$3.4M
4
FCX icon
Freeport-McMoran
FCX
+$2.71M
5
T icon
AT&T
T
+$2.65M

Sector Composition

1 Industrials 10.28%
2 Technology 8.63%
3 Energy 8.2%
4 Financials 7.81%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,141
152
-12,398
153
-48,568
154
-2,900