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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
$668M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.03%
2 Healthcare 11.37%
3 Financials 5.85%
4 Consumer Staples 4.33%
5 Energy 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-13
402
-400
403
-42
404
-33
405
-111
406
-754
407
-40
408
-563
409
-2,417
410
-535
411
-8,000
412
-449
413
-134
414
-718
415
-200
416
-862
417
-5,505
418
-16
419
-120
420
-1,000
421
-500
422
-1,168
423
-899
424
-4,003
425
-2,225