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
$368M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.62M
3 +$2.51M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.23M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.22M

Top Sells

1 +$5.07M
2 +$5.06M
3 +$1.79M
4
T icon
AT&T
T
+$1.46M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 9.52%
2 Industrials 8.77%
3 Financials 8.13%
4 Energy 7.41%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,386