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
$685M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.11M
3
+$5.85M
4
OXY icon
Occidental Petroleum
OXY
+$5.45M
5
DIS icon
Walt Disney
DIS
+$5.12M

Top Sells

1
+$6.53M
2
+$6.13M
3
+$5.81M
4
TNL icon
Travel + Leisure Co
TNL
+$4.56M
5
PM icon
Philip Morris
PM
+$4.38M

Sector Composition

1 Technology 9.31%
2 Healthcare 6.09%
3 Industrials 5.68%
4 Financials 5.55%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
530
352
$11K ﹤0.01%
+450
353
$11K ﹤0.01%
21
-29
354
– –
0
355
$11K ﹤0.01%
106
356
$11K ﹤0.01%
563
357
– –
0
358
$10K ﹤0.01%
220
359
$10K ﹤0.01%
200
360
$10K ﹤0.01%
256
361
$10K ﹤0.01%
400
362
$9K ﹤0.01%
200
363
– –
0
364
$9K ﹤0.01%
488
365
$9K ﹤0.01%
453
366
– –
0
367
$8K ﹤0.01%
133
368
$8K ﹤0.01%
112
369
$8K ﹤0.01%
100
370
$8K ﹤0.01%
200
371
$8K ﹤0.01%
114
372
$7K ﹤0.01%
70
373
$7K ﹤0.01%
570
374
$7K ﹤0.01%
417
375
$7K ﹤0.01%
125
-228
13 14
15
16 17