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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
$526M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.34M
3
+$4.92M
4
AOS icon
A.O. Smith
AOS
+$4.86M
5
SBUX icon
Starbucks
SBUX
+$4.69M

Top Sells

1
+$7.03M
2
+$7.02M
3
+$6.49M
4
FDX icon
FedEx
FDX
+$4.89M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.2M

Sector Composition

1 Healthcare 9.93%
2 Technology 9.45%
3 Industrials 6.01%
4 Communication Services 5.27%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-9,800
452
$0 ﹤0.01%
92
453
$0 ﹤0.01%
9
454
– –
-99
455
– –
-60,000
456
– –
-14,100
457
$0 ﹤0.01%
7
458
– –
-224
459
– –
-99
460
– –
-29,350
461
$0 ﹤0.01%
1
-103
462
– –
-274
463
– –
-526
464
– –
-200
465
– –
-600
466
– –
-583
467
– –
-200
468
– –
-105
469
$0 ﹤0.01%
1
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