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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
$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%
+14
452
$1K ﹤0.01%
10
453
$1K ﹤0.01%
+26
454
$1K ﹤0.01%
35
455
$0 ﹤0.01%
1
456
– –
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457
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-2,590
458
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459
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-1,000
460
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461
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463
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464
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-1,495
465
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466
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467
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-2,146
468
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0
469
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-239
470
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-8
471
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-951
472
$0 ﹤0.01%
16
-192
473
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-200
474
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-1,843
475
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-135
17 18
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