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
$341M
AUM Growth
+$777K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.22M
3
+$2.39M
4
BA icon
Boeing
BA
+$2.3M
5
PFE icon
Pfizer
PFE
+$2.02M

Top Sells

1
+$3.77M
2
+$3.66M
3
+$3.4M
4
FCX icon
Freeport-McMoran
FCX
+$2.71M
5
T icon
AT&T
T
+$2.65M

Sector Composition

1 Industrials 10.28%
2 Technology 8.63%
3 Energy 8.2%
4 Financials 7.81%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 6.63%
906,404
+8,800
2
$14M 4.09%
160,683
+4,117
3
$13.5M 3.95%
352,784
+1,056
4
$8.97M 2.63%
149,056
-150
5
$7.14M 2.09%
117,645
+1,328
6
$6.8M 1.99%
142,994
+7,980
7
$6.76M 1.98%
164,988
-3,235
8
$6.1M 1.79%
107,558
-38
9
$5.95M 1.74%
195,341
+66,343
10
$5.93M 1.74%
68,512
-50
11
$5.76M 1.69%
139,234
+927
12
$5.74M 1.68%
58,480
+908
13
$5.71M 1.67%
115,346
-2,623
14
$5.71M 1.67%
297,836
-2,268
15
$5.7M 1.67%
68,228
-256
16
$5.67M 1.66%
95,330
-1,108
17
$5.48M 1.61%
110,200
-1,735
18
$5.29M 1.55%
35,542
-778
19
$5.1M 1.49%
40,641
+18,332
20
$4.86M 1.42%
119,703
-8,361
21
$4.76M 1.39%
71,191
+39
22
$4.63M 1.36%
76,515
+73,320
23
$4.59M 1.34%
14,596
+153
24
$4.5M 1.32%
46,639
+200
25
$4.49M 1.31%
46,035
+43,238
1
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