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
$305M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.01M
3
+$1.62M
4
AAPL icon
Apple
AAPL
+$1.44M
5
RHI icon
Robert Half
RHI
+$1.41M

Top Sells

1
+$3.24M
2
+$2.65M
3
+$1.89M
4
DOV icon
Dover
DOV
+$1.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.63M

Sector Composition

1 Industrials 10.44%
2 Financials 8.62%
3 Technology 8.18%
4 Energy 7.91%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 6.58%
897,928
-20,352
2
$12.3M 4.03%
156,805
+994
3
$12.2M 4%
350,036
+1,960
4
$8.01M 2.63%
148,372
+1,492
5
$6.24M 2.05%
133,702
+921
6
$6.07M 1.99%
117,432
-1,808
7
$5.62M 1.85%
168,995
-649
8
$5.54M 1.82%
108,310
+1,696
9
$5.4M 1.77%
124,287
-1,230
10
$5.37M 1.76%
68,627
+200
11
$5.28M 1.73%
310,352
+84,308
12
$5.28M 1.73%
206,520
-5,954
13
$5.25M 1.72%
96,866
-1,072
14
$5.22M 1.72%
65,727
-165
15
$5.02M 1.65%
124,970
-46
16
$5M 1.64%
57,707
+4,237
17
$4.95M 1.62%
57,094
-491
18
$4.71M 1.55%
205,481
+5,939
19
$4.6M 1.51%
71,149
-2,794
20
$4.59M 1.51%
34,580
+12,175
21
$4.54M 1.49%
109,822
+115
22
$4.51M 1.48%
126,551
+6,043
23
$4.25M 1.4%
61,162
+646
24
$4.08M 1.34%
61,104
-396
25
$4.07M 1.34%
48,835
+1,513
1
2 3 4 5