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
$461M
AUM Growth
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.93M
3
+$2.01M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.62M
5
UNP icon
Union Pacific
UNP
+$1.16M

Top Sells

1
+$5.2M
2
+$3.54M
3
+$3.44M
4
WHR icon
Whirlpool
WHR
+$2.94M
5
MCHP icon
Microchip Technology
MCHP
+$2.2M

Sector Composition

1 Healthcare 9.13%
2 Industrials 8.73%
3 Technology 6.37%
4 Financials 5.64%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.6M 6.21%
940,140
-2,908
2
$18.8M 4.08%
197,734
+319
3
$16.8M 3.65%
385,168
+2,480
4
$11.1M 2.41%
167,178
-56
5
$10.3M 2.24%
83,746
-6
6
$9.84M 2.14%
170,866
-48
7
$9.41M 2.04%
169,010
-3,042
8
$8.47M 1.84%
162,990
+4,237
9
$8.47M 1.84%
71,711
-1,017
10
$8.37M 1.82%
134,134
+3,162
11
$8.34M 1.81%
121,696
+3,494
12
$8.31M 1.8%
294,152
+1,532
13
$8.27M 1.79%
97,992
-291
14
$8.15M 1.77%
122,426
+553
15
$8.13M 1.76%
252,976
+7,617
16
$7.63M 1.66%
120,912
+2,048
17
$7.31M 1.59%
230,321
+1,055
18
$7.25M 1.57%
83,079
+23,075
19
$7.21M 1.57%
158,783
-2,061
20
$6.95M 1.51%
77,634
-429
21
$6.58M 1.43%
141,443
+18,426
22
$6.52M 1.41%
17,978
+135
23
$6.49M 1.41%
49,290
+391
24
$6.47M 1.4%
45,568
+608
25
$6.41M 1.39%
29,473
+4,770
1
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