We are live on ! Find out more
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
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Sells

1 +$6.96M
2 +$6.74M
3 +$6.02M
4
IP icon
International Paper
IP
+$5.37M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.96M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
1
427
-400
428
-450
429
$0 ﹤0.01%
+6
430
0
431
$0 ﹤0.01%
8
432
-200
433
-333
434
$0 ﹤0.01%
16
-10
435
-19
436
-220
437
$0 ﹤0.01%
27
438
-175
439
-800
440
0
441
-600
442
-5,800
443
-700
444
-3,300