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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
$815M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.21M
3
+$1.72M
4
ES icon
Eversource Energy
ES
+$1.35M
5
O icon
Realty Income
O
+$1.24M

Top Sells

1
+$5.43M
2
+$3.25M
3
+$3.21M
4
CSCO icon
Cisco
CSCO
+$3.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.02M

Sector Composition

1 Technology 11.75%
2 Financials 8.13%
3 Consumer Staples 6.4%
4 Healthcare 6.32%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.31M 1.02%
212,028
-26,075
27
$7.99M 0.98%
329,064
+47,723
28
$7.77M 0.95%
305,099
+7,334
29
$7.74M 0.95%
41,747
-894
30
$7.66M 0.94%
24,284
-35
31
$7.2M 0.88%
159,572
+2,075
32
$6.92M 0.85%
66,963
+169
33
$6.84M 0.84%
630,152
+17,538
34
$6.77M 0.83%
110,606
-827
35
$6.71M 0.82%
188,955
-22,364
36
$6.69M 0.82%
69,349
+82
37
$6.67M 0.82%
79,458
+2,264
38
$6.66M 0.82%
110,156
+3,706
39
$6.59M 0.81%
57,511
-1,418
40
$6.36M 0.78%
28,981
+420
41
$5.89M 0.72%
8,798
-1,133
42
$5.77M 0.71%
106,581
+9,502
43
$5.73M 0.7%
30,684
+603
44
$5.7M 0.7%
476,405
+81,408
45
$5.68M 0.7%
56,008
-34,284
46
$5.64M 0.69%
11,305
-937
47
$5.56M 0.68%
33,450
+25
48
$5.47M 0.67%
59,598
+32,410
49
$5.45M 0.67%
80,894
-46,148
50
$5.38M 0.66%
28,785
+5,798
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