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
276
$53K 0.01%
317
277
$53K 0.01%
386
278
$52K 0.01%
255
279
– –
0
280
$52K 0.01%
2,940
-660
281
$52K 0.01%
+1,143
282
$51K 0.01%
1,009
283
$51K 0.01%
550
284
$50K 0.01%
730
+130
285
$50K 0.01%
1,843
286
$49K 0.01%
1,740
287
$49K 0.01%
951
288
$49K 0.01%
1,000
289
$48K 0.01%
1,306
-468
290
$47K 0.01%
+960
291
$47K 0.01%
672
292
$46K 0.01%
311
+90
293
$46K 0.01%
3,900
294
$45K 0.01%
1,500
295
$45K 0.01%
1,800
296
$42K 0.01%
+286
297
$42K 0.01%
+623
298
$40K 0.01%
150
299
$40K 0.01%
599
300
$40K 0.01%
1,034
10 11
12
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