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
501
– –
-774
502
$0 ﹤0.01%
+1
503
– –
-1,500
504
– –
-250
505
– –
-376
506
– –
-300
507
– –
-400
508
– –
-23
509
– –
-3,800
510
– –
-11,416
511
– –
-90
512
– –
-672
513
$0 ﹤0.01%
9
514
– –
-1,932
17 18 19 20
21