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
$689M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$4.77M
3
+$3.4M
4
LOW icon
Lowe's Companies
LOW
+$3.07M
5
AOS icon
A.O. Smith
AOS
+$2.44M

Top Sells

1
+$5.29M
2
+$3.83M
3
+$1.91M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.22M
5
BLK icon
Blackrock
BLK
+$924K

Sector Composition

1 Healthcare 7.55%
2 Technology 7.07%
3 Industrials 6%
4 Financials 5.51%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
10
452
$1K ﹤0.01%
+26
453
$1K ﹤0.01%
35
454
$1K ﹤0.01%
92
455
– –
-850
456
– –
-789
457
– –
-135
458
– –
-25
459
– –
-59
460
$0 ﹤0.01%
18
-5
461
$0 ﹤0.01%
+5
462
– –
-316
463
– –
-192
464
– –
-623
465
– –
-23
466
– –
-494
467
$0 ﹤0.01%
27
468
– –
-125
469
– –
-405
470
– –
-85
471
– –
-35
472
– –
-269
473
$0 ﹤0.01%
1
474
– –
-570
475
– –
-200
17 18
19
20 21