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
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Sells

1 +$7.62M
2 +$7.2M
3 +$6.02M
4
IP icon
International Paper
IP
+$5.42M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.14M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$39M 5.93%
904,148
-20,728
2
$27.9M 4.25%
247,690
-4,683
3
$21.3M 3.24%
388,260
-4,076
4
$16.9M 2.57%
215,262
+8,682
5
$16.6M 2.52%
780,920
+215,816
6
$16.5M 2.51%
783,651
+181,972
7
$14.2M 2.17%
299,800
+12,620
8
$13.2M 2.01%
178,760
+4,398
9
$13M 1.98%
110,419
-1,929
10
$12.8M 1.94%
142,890
-720
11
$12.3M 1.87%
581,184
+72,938
12
$11.8M 1.8%
116,428
-2,014
13
$11.3M 1.72%
543,371
+88,282
14
$10.9M 1.66%
257,140
+25,623
15
$10.3M 1.57%
27,066
-1,499
16
$10.1M 1.55%
35,656
-524
17
$10.1M 1.54%
72,194
-1,306
18
$9.5M 1.45%
77,554
-140
19
$9.27M 1.41%
447,315
+45,804
20
$9.2M 1.4%
388,410
+103,749
21
$9.07M 1.38%
168,074
-55,119
22
$8.72M 1.33%
147,398
-2,846
23
$8.11M 1.24%
75,395
-2,163
24
$8.06M 1.23%
140,356
+5,748
25
$8M 1.22%
149,033
-6,414