1IA

1834 Investment Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3M
3
+$2.97M
4
PSA icon
Public Storage
PSA
+$2.41M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.05M

Top Sells

1
+$3.44M
2
+$2.73M
3
+$2.6M
4
BAC icon
Bank of America
BAC
+$2.52M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Sector Composition

1 Technology 11.71%
2 Healthcare 9.3%
3 Financials 6.45%
4 Consumer Staples 4.09%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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229
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232
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237
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238
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6 7 8 9
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