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
$635M
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.99M
3
+$4.17M
4
FIS icon
Fidelity National Information Services
FIS
+$4.1M
5
LOW icon
Lowe's Companies
LOW
+$3.89M

Top Sells

1
+$3.14M
2
+$2.52M
3
+$1.14M
4
NUE icon
Nucor
NUE
+$1.14M
5
HD icon
Home Depot
HD
+$1.08M

Sector Composition

1 Technology 8.23%
2 Healthcare 8.06%
3 Financials 7.07%
4 Industrials 6.13%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
0
427
$5K ﹤0.01%
+995
428
$5K ﹤0.01%
+64
429
$5K ﹤0.01%
+100
430
$5K ﹤0.01%
+89
431
$4K ﹤0.01%
+30
432
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+93
433
$3K ﹤0.01%
+100
434
$3K ﹤0.01%
+150
435
– –
0
436
$2K ﹤0.01%
+20
437
– –
0
438
$2K ﹤0.01%
+125
439
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+100
440
$2K ﹤0.01%
+250
441
$1K ﹤0.01%
+40
442
$1K ﹤0.01%
+31
443
$1K ﹤0.01%
+17
444
$1K ﹤0.01%
+20
445
$1K ﹤0.01%
+6
446
$1K ﹤0.01%
+8
447
– –
0
448
$1K ﹤0.01%
+40
449
$1K ﹤0.01%
+19
450
$1K ﹤0.01%
+1
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18
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