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
326
$25K ﹤0.01%
231
327
$25K ﹤0.01%
610
-370
328
$24K ﹤0.01%
+850
329
$24K ﹤0.01%
+452
330
$24K ﹤0.01%
+501
331
$23K ﹤0.01%
507
332
$23K ﹤0.01%
666
+138
333
$22K ﹤0.01%
1,665
334
$21K ﹤0.01%
500
335
$20K ﹤0.01%
+68
336
$20K ﹤0.01%
+459
337
$20K ﹤0.01%
+224
338
$20K ﹤0.01%
400
339
$20K ﹤0.01%
+355
340
$19K ﹤0.01%
494
+9
341
$19K ﹤0.01%
+396
342
$19K ﹤0.01%
49
343
$18K ﹤0.01%
454
-160
344
$17K ﹤0.01%
822
345
$17K ﹤0.01%
100
346
$17K ﹤0.01%
1,094
347
$16K ﹤0.01%
+80
348
$15K ﹤0.01%
135
-3,140
349
$14K ﹤0.01%
15
350
$14K ﹤0.01%
200
12 13
14
15 16