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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
$652M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.62M
3
+$1.71M
4
AXP icon
American Express
AXP
+$1.54M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$1.53M

Top Sells

1
+$8.56M
2
+$8.31M
3
+$5M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.51M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.99M

Sector Composition

1 Technology 8.34%
2 Healthcare 8.25%
3 Industrials 5.43%
4 Communication Services 5.04%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-300
502
– –
-400
503
– –
-600
504
$0 ﹤0.01%
5
505
– –
-17,436
506
– –
-33
507
– –
-425
508
$0 ﹤0.01%
9
509
$0 ﹤0.01%
+99
510
– –
-550
511
– –
-250
17 18 19 20
21