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
$526M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1 +$5.38M
2 +$4.4M
3 +$4.31M
4
SBUX icon
Starbucks
SBUX
+$3.81M
5
MDT icon
Medtronic
MDT
+$3.63M

Top Sells

1 +$6.96M
2 +$6.95M
3 +$5.25M
4
FDX icon
FedEx
FDX
+$4.24M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.64M

Sector Composition

1 Healthcare 9.93%
2 Technology 9.45%
3 Industrials 6.01%
4 Communication Services 5.27%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.6M 5.23%
667,688
-5,224
2
$22.7M 4.32%
1,084,474
+16,911
3
$21.1M 4.02%
219,633
-1,845
4
$15.5M 2.94%
346,904
+11,196
5
$15.3M 2.91%
97,187
+7,319
6
$14.7M 2.79%
710,283
+131,569
7
$14.4M 2.73%
678,374
-14,629
8
$14.3M 2.71%
224,800
-6,708
9
$13.8M 2.63%
667,124
+23,344
10
$13.2M 2.5%
240,088
+14,636
11
$10.9M 2.08%
520,896
-331,508
12
$10M 1.91%
170,236
+24,153
13
$8.99M 1.71%
101,524
+767
14
$8.81M 1.67%
284,617
+8,844
15
$8.54M 1.62%
34,226
+1,055
16
$8.49M 1.61%
64,756
-265
17
$8.07M 1.53%
366,745
-50,244
18
$7.51M 1.43%
108,908
+184
19
$7.48M 1.42%
139,228
+6,384
20
$7.38M 1.4%
21,774
+632
21
$7.12M 1.35%
131,516
-3,863
22
$7.02M 1.33%
118,287
+14,040
23
$6.87M 1.31%
76,329
-21,852
24
$6.6M 1.25%
132,126
+226
25
$6.54M 1.24%
304,609
-25,734