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
$363M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$4.15M
2 +$4.13M
3 +$3.39M
4
BAC icon
Bank of America
BAC
+$2.48M
5
T icon
AT&T
T
+$1.83M

Top Sells

1 +$4.39M
2 +$3.69M
3 +$3.66M
4
MAR icon
Marriott International
MAR
+$3.19M
5
TXN icon
Texas Instruments
TXN
+$2.8M

Sector Composition

1 Energy 9.93%
2 Industrials 8.68%
3 Financials 7.96%
4 Consumer Staples 7.77%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-49,770
152
-5,337
153
-91,872
154
-63,124
155
-21