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
$368M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$2.51M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.23M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.22M

Top Sells

1
+$5.07M
2
+$5.06M
3
+$1.79M
4
T icon
AT&T
T
+$1.46M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 9.52%
2 Industrials 8.77%
3 Financials 8.13%
4 Energy 7.41%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.6M 7.49%
967,868
+24,416
2
$16.7M 4.53%
180,380
+4,641
3
$15.8M 4.29%
368,324
+2,544
4
$10.4M 2.83%
159,258
-90
5
$8.82M 2.4%
283,620
+1,332
6
$7.17M 1.95%
118,439
+2,420
7
$7.02M 1.91%
212,791
+7,508
8
$7.01M 1.9%
144,181
+2,550
9
$6.97M 1.89%
165,776
+1,281
10
$6.76M 1.84%
113,764
+4,310
11
$6.74M 1.83%
103,566
+5,294
12
$6.73M 1.83%
44,821
+191
13
$6.62M 1.8%
66,898
14
$6.23M 1.69%
153,259
+2,516
15
$6.11M 1.66%
115,757
+252
16
$5.95M 1.62%
62,206
+1,658
17
$5.92M 1.61%
58,833
+401
18
$5.72M 1.55%
105,070
+4,521
19
$5.66M 1.54%
96,757
+3,221
20
$5.3M 1.44%
14,476
+328
21
$5.26M 1.43%
128,687
-1,116
22
$5.25M 1.43%
99,861
+557
23
$4.94M 1.34%
47,953
+1,100
24
$4.93M 1.34%
98,632
-2,966
25
$4.57M 1.24%
52,407
+1,830
1
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