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1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.23M
3
+$3.75M
4
PFE icon
Pfizer
PFE
+$2.82M
5
JHG icon
Janus Henderson
JHG
+$2.16M

Top Sells

1
+$4.91M
2
+$4.43M
3
+$3.72M
4
AVGO icon
Broadcom
AVGO
+$3.19M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.07M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.39%
3 Financials 7.07%
4 Consumer Staples 4.89%
5 Energy 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,800
227
– –
-24,157
228
– –
-1,914
229
– –
-3,010
230
– –
-35,500
231
– –
-16,441
232
– –
-3,430
6 7 8 9
10