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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Sells

1 +$5.16M
2 +$3.42M
3 +$3.39M
4
AAPL icon
Apple
AAPL
+$2.37M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.56M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K ﹤0.01%
278
352
$8K ﹤0.01%
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353
$8K ﹤0.01%
822
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39
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+289
358
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1,000
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$7K ﹤0.01%
25
-25
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899
361
$7K ﹤0.01%
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$7K ﹤0.01%
110
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$6K ﹤0.01%
635
365
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100
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+200
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+1,000
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+379
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$6K ﹤0.01%
+490
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$6K ﹤0.01%
200
+60
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$6K ﹤0.01%
100
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200
375
$6K ﹤0.01%
362