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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
$750M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.01M
3
+$3.99M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.94M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.68M

Top Sells

1
+$12.5M
2
+$4.54M
3
+$4.54M
4
NOC icon
Northrop Grumman
NOC
+$4.02M
5
DIS icon
Walt Disney
DIS
+$3.99M

Sector Composition

1 Technology 11.54%
2 Healthcare 10.11%
3 Financials 5.08%
4 Communication Services 4.56%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+15
452
$1K ﹤0.01%
7
453
$1K ﹤0.01%
+36
454
$1K ﹤0.01%
40
455
$1K ﹤0.01%
53
456
$1K ﹤0.01%
35
457
$1K ﹤0.01%
92
458
– –
-385
459
– –
-23
460
– –
-220
461
– –
-20,000
462
– –
-33
463
– –
-622
464
– –
-427
465
– –
-289
466
– –
-6
467
– –
-88
468
– –
-7
469
– –
-1,825
470
$0 ﹤0.01%
1
471
– –
-175
472
– –
-31
473
– –
-899
474
– –
-200
475
– –
-1,350
16 17 18
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