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1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$8.32M
3
+$5.01M
4
BAC icon
Bank of America
BAC
+$4.17M
5
KSS icon
Kohl's
KSS
+$4.15M

Top Sells

1
+$6.86M
2
+$6.36M
3
+$6.08M
4
FDIQ
Invesco Bloomberg Financial Data Providers ETF
FDIQ
+$5.55M
5
C icon
Citigroup
C
+$4.91M

Sector Composition

1 Technology 7.82%
2 Industrials 7.2%
3 Financials 5.69%
4 Consumer Staples 5.57%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
2
-254
402
$0 ﹤0.01%
3
-414
403
– –
-2,460
404
$0 ﹤0.01%
1
405
– –
-406
406
$0 ﹤0.01%
8
407
$0 ﹤0.01%
+26
408
– –
-224
409
– –
-416
410
– –
-720
411
– –
-800
412
$0 ﹤0.01%
19
413
$0 ﹤0.01%
27
414
– –
-21
415
– –
-16,720
416
$0 ﹤0.01%
1
417
– –
-125
418
– –
-220
419
– –
0
420
– –
-200
421
– –
-133
422
– –
-500
423
– –
-200
424
– –
0
425
– –
-31,899
14 15 16
17
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