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
$689M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$4.77M
3
+$3.4M
4
LOW icon
Lowe's Companies
LOW
+$3.07M
5
AOS icon
A.O. Smith
AOS
+$2.44M

Top Sells

1
+$5.29M
2
+$3.83M
3
+$1.91M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.22M
5
BLK icon
Blackrock
BLK
+$924K

Sector Composition

1 Healthcare 7.55%
2 Technology 7.07%
3 Industrials 6%
4 Financials 5.51%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-1,000
477
– –
-75
478
– –
-396
479
– –
-56
480
– –
-1,015
481
– –
-1,495
482
– –
-80
483
– –
-599
484
– –
-2,146
485
– –
0
486
– –
-239
487
– –
-8
488
– –
-951
489
$0 ﹤0.01%
16
-192
490
– –
-200
491
– –
-1,843
492
– –
-1,665
493
– –
-55
494
– –
-1,000
495
– –
-17
496
– –
-35
497
– –
-850
498
– –
-789
499
– –
-106
500
– –
-225
17 18 19
20
21