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
$820M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.18M
3
+$3.63M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.64M
5
UNP icon
Union Pacific
UNP
+$2.39M

Top Sells

1
+$9.24M
2
+$8.95M
3
+$6.56M
4
WM icon
Waste Management
WM
+$5.16M
5
AXP icon
American Express
AXP
+$4.87M

Sector Composition

1 Technology 12.19%
2 Healthcare 11.11%
3 Financials 6.54%
4 Consumer Staples 5.58%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
240
+76
402
$9K ﹤0.01%
278
403
$9K ﹤0.01%
177
404
$9K ﹤0.01%
400
405
$9K ﹤0.01%
665
406
$9K ﹤0.01%
+265
407
$9K ﹤0.01%
50
408
$9K ﹤0.01%
100
409
$9K ﹤0.01%
166
-89
410
$9K ﹤0.01%
200
411
$9K ﹤0.01%
173
-50
412
$9K ﹤0.01%
1,000
413
$8K ﹤0.01%
+20
414
$8K ﹤0.01%
107
-47
415
$8K ﹤0.01%
275
416
$8K ﹤0.01%
+223
417
$8K ﹤0.01%
75
418
$8K ﹤0.01%
160
419
$8K ﹤0.01%
57
420
$8K ﹤0.01%
30
421
$8K ﹤0.01%
500
422
$8K ﹤0.01%
365
-1,770
423
$7K ﹤0.01%
39
424
$7K ﹤0.01%
187
425
$7K ﹤0.01%
+4
15 16
17
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