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
376
– –
0
377
$9K ﹤0.01%
563
378
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200
379
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114
380
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+85
381
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488
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100
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384
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570
-180
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$8K ﹤0.01%
408
386
$8K ﹤0.01%
+305
387
$7K ﹤0.01%
300
388
$7K ﹤0.01%
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389
$7K ﹤0.01%
200
390
$7K ﹤0.01%
570
391
$7K ﹤0.01%
243
392
$6K ﹤0.01%
142
393
– –
0
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+55
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$6K ﹤0.01%
100
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$6K ﹤0.01%
400
397
$5K ﹤0.01%
+65
398
$5K ﹤0.01%
+218
399
$5K ﹤0.01%
152
-304
400
$5K ﹤0.01%
+23
14 15
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