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
$531M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.27M
3
+$2.06M
4
ABT icon
Abbott
ABT
+$1.91M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.28M

Top Sells

1
+$3.26M
2
+$2.03M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$1.18M
5
JNJ icon
Johnson & Johnson
JNJ
+$1,000K

Sector Composition

1 Healthcare 9.16%
2 Industrials 7.82%
3 Financials 7.4%
4 Technology 6.19%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.9M 6.01%
931,948
-5,284
2
$21.4M 4.03%
203,502
-214
3
$18.9M 3.56%
384,272
+484
4
$12.9M 2.43%
173,686
+6,336
5
$10.9M 2.05%
157,493
-5,637
6
$10.7M 2.01%
116,747
+2,943
7
$10.5M 1.98%
134,934
+3,840
8
$10.4M 1.96%
149,070
+7,452
9
$10M 1.89%
83,291
-1,128
10
$9.28M 1.75%
257,680
-12,700
11
$9.03M 1.7%
124,524
-4,095
12
$9.02M 1.7%
164,338
-1,098
13
$8.75M 1.65%
66,122
-7,556
14
$8.14M 1.53%
63,948
-286
15
$8.11M 1.53%
33,304
+253
16
$7.83M 1.48%
97,042
+11,070
17
$7.76M 1.46%
18,371
+103
18
$7.68M 1.45%
137,765
+5,699
19
$7.58M 1.43%
136,729
+40,921
20
$7.52M 1.42%
100,969
+3,333
21
$7.47M 1.41%
167,574
+14,915
22
$7.46M 1.41%
167,091
-7,854
23
$7.22M 1.36%
81,186
-4,781
24
$7.2M 1.36%
229,991
+2,943
25
$7.17M 1.35%
145,853
+11,462
1
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