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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
$632M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.39M
3
+$4.29M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.71M
5
DOW icon
Dow Inc
DOW
+$3.21M

Top Sells

1
+$6.08M
2
+$5.49M
3
+$4.16M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.56M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M

Sector Composition

1 Technology 10.71%
2 Healthcare 10.42%
3 Communication Services 5.4%
4 Consumer Staples 4.49%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-3,185
452
– –
-8,580
453
– –
-4,200
454
$0 ﹤0.01%
7
455
– –
-7,485
456
$0 ﹤0.01%
5
457
– –
-160
458
– –
-400
459
$0 ﹤0.01%
1
460
– –
-300
461
– –
-1,680
462
– –
-19,393
463
– –
-69
464
– –
-11,688
465
– –
-1,495
466
$0 ﹤0.01%
7
467
– –
-1,080
468
– –
-622
469
– –
-1
470
– –
-3,767
471
– –
-10,000
472
$0 ﹤0.01%
1
473
– –
-355
474
$0 ﹤0.01%
+16
475
– –
-297
16 17 18
19
20