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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
$750M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.01M
3
+$3.99M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.94M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.68M

Top Sells

1
+$12.5M
2
+$4.54M
3
+$4.54M
4
NOC icon
Northrop Grumman
NOC
+$4.02M
5
DIS icon
Walt Disney
DIS
+$3.99M

Sector Composition

1 Technology 11.54%
2 Healthcare 10.11%
3 Financials 5.08%
4 Communication Services 4.56%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
1,000
402
$6K ﹤0.01%
194
403
$6K ﹤0.01%
353
404
$6K ﹤0.01%
176
405
$6K ﹤0.01%
34
406
$6K ﹤0.01%
362
407
$6K ﹤0.01%
490
408
$6K ﹤0.01%
279
409
$5K ﹤0.01%
564
-201
410
$5K ﹤0.01%
46
411
$5K ﹤0.01%
+260
412
$5K ﹤0.01%
60
413
$4K ﹤0.01%
+255
414
$4K ﹤0.01%
+110
415
$4K ﹤0.01%
+105
416
$4K ﹤0.01%
116
417
$4K ﹤0.01%
87
418
$4K ﹤0.01%
+67
419
$4K ﹤0.01%
75
420
$4K ﹤0.01%
+70
421
$4K ﹤0.01%
+1,000
422
$4K ﹤0.01%
+15
423
$4K ﹤0.01%
100
424
$3K ﹤0.01%
500
425
$3K ﹤0.01%
+22
15 16
17
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