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
$820M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.07M
3
+$3.53M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.59M
5
BAC icon
Bank of America
BAC
+$2.44M

Top Sells

1
+$9.15M
2
+$8.28M
3
+$6.52M
4
WM icon
Waste Management
WM
+$5.15M
5
AXP icon
American Express
AXP
+$4.88M

Sector Composition

1 Technology 12.19%
2 Healthcare 11.11%
3 Financials 6.54%
4 Consumer Staples 5.58%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$246K 0.03%
10,242
-1,300
177
$245K 0.03%
3,616
-186
178
$244K 0.03%
1,707
179
$237K 0.03%
3,028
180
$236K 0.03%
5,971
+100
181
$221K 0.03%
3,690
182
$220K 0.03%
1,100
183
$216K 0.03%
1,235
184
$212K 0.03%
2,472
185
$211K 0.03%
5,404
+555
186
$211K 0.03%
2,446
+12
187
$209K 0.03%
8,600
+3,100
188
$206K 0.03%
2,673
+900
189
$204K 0.02%
1,537
-2
190
$201K 0.02%
4,590
191
$200K 0.02%
10,900
192
$198K 0.02%
1,575
+250
193
$196K 0.02%
2,175
194
$195K 0.02%
342
195
$194K 0.02%
2,035
-2,190
196
$191K 0.02%
3,300
+1,400
197
$191K 0.02%
7,349
+3,200
198
$187K 0.02%
1,227
199
$185K 0.02%
767
+22
200
$181K 0.02%
6,350
+1,800
6 7
8
9 10