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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
$652M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.62M
3
+$1.71M
4
AXP icon
American Express
AXP
+$1.54M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$1.53M

Top Sells

1
+$8.56M
2
+$8.31M
3
+$5M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.51M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.99M

Sector Composition

1 Technology 8.34%
2 Healthcare 8.25%
3 Industrials 5.43%
4 Communication Services 5.04%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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453
$0 ﹤0.01%
1
454
$0 ﹤0.01%
+11
455
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456
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457
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458
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459
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-500
460
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461
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-27,500
462
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-1,793
463
$0 ﹤0.01%
7
-9
464
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465
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466
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467
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468
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-1,022
469
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470
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471
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-2,600
472
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-741
473
$0 ﹤0.01%
27
474
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-250
475
– –
-1,650
17 18
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20 21