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
$526M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$4.4M
3
+$4.31M
4
SBUX icon
Starbucks
SBUX
+$3.81M
5
MDT icon
Medtronic
MDT
+$3.63M

Top Sells

1
+$6.96M
2
+$6.95M
3
+$5.25M
4
FDX icon
FedEx
FDX
+$4.24M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.64M

Sector Composition

1 Healthcare 9.93%
2 Technology 9.45%
3 Industrials 6.01%
4 Communication Services 5.27%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$189K 0.04%
3,614
-242
177
$188K 0.04%
2,250
-700
178
$185K 0.04%
6,116
179
$182K 0.03%
1,638
+191
180
$182K 0.03%
1,576
-24
181
$181K 0.03%
2,514
+1,022
182
$179K 0.03%
12,550
+2,100
183
$178K 0.03%
1,462
184
$178K 0.03%
4,746
185
$177K 0.03%
3,689
-180
186
$176K 0.03%
3,111
+253
187
$175K 0.03%
7,900
188
$174K 0.03%
2,006
+56
189
$170K 0.03%
2,658
190
$170K 0.03%
8,363
-455
191
$166K 0.03%
1,442
-101
192
$163K 0.03%
12,500
193
$162K 0.03%
7,485
194
$161K 0.03%
1,179
195
$159K 0.03%
6,432
+1,342
196
$159K 0.03%
1,604
-34
197
$154K 0.03%
845
198
$150K 0.03%
14,200
199
$142K 0.03%
2,900
200
$140K 0.03%
+11,688
6 7
8
9 10