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
$635M
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.99M
3
+$4.17M
4
FIS icon
Fidelity National Information Services
FIS
+$4.1M
5
LOW icon
Lowe's Companies
LOW
+$3.89M

Top Sells

1
+$3.14M
2
+$2.52M
3
+$1.14M
4
NUE icon
Nucor
NUE
+$1.14M
5
HD icon
Home Depot
HD
+$1.08M

Sector Composition

1 Technology 8.23%
2 Healthcare 8.06%
3 Financials 7.07%
4 Industrials 6.13%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$87K 0.01%
+1,900
252
$86K 0.01%
+800
253
– –
0
254
$81K 0.01%
+427
255
$79K 0.01%
+2,600
256
$79K 0.01%
+1,300
257
$77K 0.01%
+1,524
258
$76K 0.01%
+3,000
259
$75K 0.01%
+2,500
260
$74K 0.01%
+2,900
261
– –
0
262
$74K 0.01%
+4,000
263
$73K 0.01%
+4,075
264
$72K 0.01%
+1,500
265
$71K 0.01%
+625
266
$70K 0.01%
+1,701
267
$68K 0.01%
+300
268
$68K 0.01%
+1,300
269
$66K 0.01%
+1,091
270
$65K 0.01%
+2,476
271
$65K 0.01%
+255
272
$65K 0.01%
+1,808
273
$64K 0.01%
+2,043
274
$63K 0.01%
+400
275
$63K 0.01%
+1,645
9 10
11
12 13