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
$438M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.04M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$2.06M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.86M

Top Sells

1
+$4.95M
2
+$3.79M
3
+$3.55M
4
PG icon
Procter & Gamble
PG
+$3.34M
5
KSS icon
Kohl's
KSS
+$2.84M

Sector Composition

1 Healthcare 9.64%
2 Industrials 7.19%
3 Financials 6.75%
4 Technology 5.93%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 6.39%
965,656
+6,836
2
$18.2M 4.16%
202,352
+8,185
3
$15.6M 3.56%
382,828
+824
4
$10.4M 2.38%
167,650
+4,658
5
$10.1M 2.3%
84,799
+9,238
6
$9.45M 2.16%
172,358
-2,028
7
$9.16M 2.09%
165,901
+8,158
8
$8.32M 1.9%
153,849
+7,845
9
$7.86M 1.8%
72,669
-788
10
$7.78M 1.78%
285,524
-4,996
11
$7.52M 1.72%
94,063
+14,644
12
$7.13M 1.63%
120,444
+9,061
13
$7.01M 1.6%
112,958
+4,110
14
$6.83M 1.56%
120,460
+6,404
15
$6.81M 1.56%
242,084
+13,759
16
$6.67M 1.52%
116,735
+10,282
17
$6.53M 1.49%
63,625
+5,169
18
$6.5M 1.48%
65,128
-1,595
19
$6.4M 1.46%
50,427
+2,713
20
$6.34M 1.45%
101,243
+679
21
$6.33M 1.45%
41,583
-1,077
22
$6.29M 1.44%
18,465
+737
23
$6.11M 1.4%
77,778
+5,134
24
$6.08M 1.39%
156,460
+143,702
25
$5.65M 1.29%
198,409
+62,795
1
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