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
401
$5K ﹤0.01%
120
402
$5K ﹤0.01%
789
403
$5K ﹤0.01%
+50
404
$5K ﹤0.01%
110
405
$4K ﹤0.01%
70
406
$4K ﹤0.01%
+59
407
$4K ﹤0.01%
200
408
$4K ﹤0.01%
+200
409
$4K ﹤0.01%
89
410
$4K ﹤0.01%
+23
411
$3K ﹤0.01%
+56
412
$3K ﹤0.01%
208
+192
413
$3K ﹤0.01%
125
414
$3K ﹤0.01%
90
415
$2K ﹤0.01%
140
416
$2K ﹤0.01%
+25
417
$2K ﹤0.01%
+55
418
$2K ﹤0.01%
17
-2
419
$2K ﹤0.01%
995
420
$2K ﹤0.01%
+35
421
$2K ﹤0.01%
40
422
$2K ﹤0.01%
100
423
$2K ﹤0.01%
376
424
$2K ﹤0.01%
92
-1
425
$1K ﹤0.01%
31
15 16
17
18 19