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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
$668M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.03%
2 Healthcare 11.37%
3 Financials 5.85%
4 Consumer Staples 4.33%
5 Energy 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-3,200
302
-129
303
-97
304
-350
305
-12
306
-1,700
307
-1,417
308
-162
309
-56
310
-93
311
-720
312
-81
313
-275
314
-320
315
-100
316
-175
317
-7
318
-167
319
-72
320
-612
321
-586
322
-2,600
323
-1,150
324
-2,465
325
-560