1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$5.66M
3
+$2.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.81M
5
KSS icon
Kohl's
KSS
+$2.74M

Top Sells

1
+$8.5M
2
+$8.11M
3
+$7.86M
4
HON icon
Honeywell
HON
+$5.85M
5
CSCO icon
Cisco
CSCO
+$5.73M

Sector Composition

1 Healthcare 7.21%
2 Technology 6.64%
3 Industrials 5.97%
4 Financials 5.95%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
7
427
$1K ﹤0.01%
+10
428
$1K ﹤0.01%
250
429
$1K ﹤0.01%
35
430
$0 ﹤0.01%
8
431
– –
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432
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433
$0 ﹤0.01%
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434
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435
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-1,052
436
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437
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438
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439
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-9
440
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441
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443
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444
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-9,560
445
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446
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447
$0 ﹤0.01%
27
448
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-12
449
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450
– –
-320
15 16 17
18
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