1IA

1834 Investment Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.18M
3
+$3.63M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.64M
5
UNP icon
Union Pacific
UNP
+$2.39M

Top Sells

1
+$9.24M
2
+$8.95M
3
+$6.56M
4
WM icon
Waste Management
WM
+$5.16M
5
AXP icon
American Express
AXP
+$4.87M

Sector Composition

1 Technology 12.19%
2 Healthcare 11.11%
3 Financials 6.54%
4 Consumer Staples 5.58%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
65
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12
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4
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467
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5
+1
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475
$1K ﹤0.01%
14
+1
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