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
$635M
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.99M
3
+$4.17M
4
FIS icon
Fidelity National Information Services
FIS
+$4.1M
5
LOW icon
Lowe's Companies
LOW
+$3.89M

Top Sells

1
+$3.14M
2
+$2.52M
3
+$1.14M
4
NUE icon
Nucor
NUE
+$1.14M
5
HD icon
Home Depot
HD
+$1.08M

Sector Composition

1 Technology 8.23%
2 Healthcare 8.06%
3 Financials 7.07%
4 Industrials 6.13%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
+560
377
$16K ﹤0.01%
+200
378
$16K ﹤0.01%
+194
379
$16K ﹤0.01%
+100
380
$16K ﹤0.01%
+588
381
$16K ﹤0.01%
+361
382
$15K ﹤0.01%
+600
383
$15K ﹤0.01%
+530
384
$15K ﹤0.01%
+600
385
$15K ﹤0.01%
+500
386
$15K ﹤0.01%
+200
387
$15K ﹤0.01%
+603
388
$14K ﹤0.01%
+695
389
$14K ﹤0.01%
+1,000
390
$14K ﹤0.01%
+124
391
$13K ﹤0.01%
+321
392
$13K ﹤0.01%
+85
393
– –
0
394
$13K ﹤0.01%
+200
395
$13K ﹤0.01%
+195
396
$12K ﹤0.01%
+500
397
$12K ﹤0.01%
+741
398
– –
0
399
$12K ﹤0.01%
+563
400
$12K ﹤0.01%
+200
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