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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
$597M
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$8.32M
3
+$5.01M
4
BAC icon
Bank of America
BAC
+$4.17M
5
KSS icon
Kohl's
KSS
+$4.15M

Top Sells

1
+$6.86M
2
+$6.36M
3
+$6.08M
4
FDIQ
Invesco Bloomberg Financial Data Providers ETF
FDIQ
+$5.55M
5
C icon
Citigroup
C
+$4.91M

Sector Composition

1 Technology 7.82%
2 Industrials 7.2%
3 Financials 5.69%
4 Consumer Staples 5.57%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$60K 0.01%
1,093
+15
252
$60K 0.01%
1,372
+580
253
$59K 0.01%
763
+13
254
$59K 0.01%
1,300
255
$59K 0.01%
2,847
256
$58K 0.01%
4,075
257
$57K 0.01%
2,900
258
$57K 0.01%
1,300
259
$57K 0.01%
300
260
$56K 0.01%
1,350
261
$56K 0.01%
922
+220
262
$56K 0.01%
2,539
263
$55K 0.01%
738
-50
264
$55K 0.01%
2,145
-1,939
265
$55K 0.01%
1,236
-109,696
266
$53K 0.01%
820
-152
267
$52K 0.01%
1,495
-1,031
268
$52K 0.01%
+875
269
$49K 0.01%
1,000
270
– –
0
271
$45K 0.01%
+200
272
$45K 0.01%
1,843
273
$45K 0.01%
386
-19
274
$44K 0.01%
564
-9
275
$44K 0.01%
700
9 10
11
12 13