1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$5.66M
3
+$2.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.81M
5
KSS icon
Kohl's
KSS
+$2.74M

Top Sells

1
+$8.5M
2
+$8.11M
3
+$7.86M
4
HON icon
Honeywell
HON
+$5.85M
5
CSCO icon
Cisco
CSCO
+$5.73M

Sector Composition

1 Healthcare 7.21%
2 Technology 6.64%
3 Industrials 5.97%
4 Financials 5.95%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$113K 0.02%
1,000
227
$112K 0.02%
2,114
228
$112K 0.02%
1,005
+161
229
$110K 0.02%
1,902
+1,132
230
$108K 0.02%
6,000
231
$107K 0.02%
580
-200
232
$107K 0.02%
1,745
+652
233
$107K 0.02%
+1,734
234
$106K 0.02%
4,110
+210
235
$104K 0.02%
635
236
$102K 0.02%
780
+3
237
$100K 0.02%
2,172
-3,026
238
$100K 0.02%
3,549
239
$97K 0.01%
1,698
+182
240
$95K 0.01%
2,169
241
$89K 0.01%
1,500
242
$88K 0.01%
300
243
$87K 0.01%
3,317
-37,449
244
$86K 0.01%
2,087
-455
245
$84K 0.01%
1,699
+593
246
$83K 0.01%
316
+16
247
$83K 0.01%
1,300
248
$82K 0.01%
4,697
249
$78K 0.01%
1,012
+412
250
$78K 0.01%
1,378
+178
8 9
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