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
$426M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.79M
3
+$2.84M
4
APD icon
Air Products & Chemicals
APD
+$2.74M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$2.66M

Top Sells

1
+$4.1M
2
+$3.77M
3
+$2.93M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M
5
PEP icon
PepsiCo
PEP
+$1.71M

Sector Composition

1 Healthcare 10.23%
2 Financials 7.44%
3 Consumer Staples 7.2%
4 Industrials 7.01%
5 Technology 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-19,086
177
– –
-26,374
178
– –
-23,333
179
– –
-7,720
4 5 6 7
8