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
$495M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.95M
3
+$3.04M
4
CVS icon
CVS Health
CVS
+$2.68M
5
CB icon
Chubb
CB
+$2.17M

Top Sells

1
+$6.22M
2
+$4.08M
3
+$2.65M
4
UNP icon
Union Pacific
UNP
+$1.21M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.04M

Sector Composition

1 Healthcare 9.35%
2 Industrials 7.52%
3 Consumer Staples 6.66%
4 Financials 6.3%
5 Technology 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.6M 5.78%
940,156
+16
2
$20.6M 4.15%
202,932
+5,198
3
$17.8M 3.58%
389,860
+4,692
4
$12.3M 2.49%
169,700
+2,522
5
$10.7M 2.17%
124,551
+2,125
6
$10.5M 2.12%
169,373
-1,493
7
$9.77M 1.97%
83,377
-369
8
$9.61M 1.94%
180,067
+17,077
9
$9.53M 1.92%
136,100
+1,966
10
$9.24M 1.86%
123,160
+1,464
11
$9.1M 1.84%
168,270
-740
12
$8.73M 1.76%
102,020
+4,028
13
$8.7M 1.76%
300,356
+6,204
14
$8.62M 1.74%
74,805
+3,094
15
$8.21M 1.66%
52,737
+3,447
16
$8.09M 1.63%
129,204
+8,292
17
$7.98M 1.61%
258,941
+5,965
18
$7.83M 1.58%
133,944
+20,860
19
$7.8M 1.58%
67,609
+7,269
20
$7.75M 1.56%
34,428
+4,955
21
$7.59M 1.53%
86,880
+9,246
22
$7.55M 1.52%
83,627
+548
23
$7.19M 1.45%
170,274
+12,794
24
$7.18M 1.45%
237,602
+7,281
25
$7.17M 1.45%
47,321
+1,753
1
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