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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
51
$5.33M 0.65%
38,027
+2,488
52
$4.98M 0.61%
32,089
+14,282
53
$4.88M 0.6%
26,543
+5,539
54
$4.42M 0.54%
552,660
-21,991
55
$4.09M 0.5%
57,453
+20,562
56
$4.03M 0.5%
58,972
-46,012
57
$3.94M 0.48%
13,636
+2,903
58
$3.84M 0.47%
37,375
+8,010
59
$3.78M 0.46%
26,698
-1,908
60
$3.67M 0.45%
5,506
-5
61
$3.66M 0.45%
40,854
+7,378
62
$3.57M 0.44%
32,313
-3,247
63
$3.54M 0.43%
37,893
-1,237
64
$3.41M 0.42%
22,224
65
$3.32M 0.41%
37,643
-6,312
66
$3.31M 0.41%
23,488
67
$3.23M 0.4%
9,361
-485
68
$3.21M 0.39%
59,036
+3,054
69
$2.95M 0.36%
161,346
+25,849
70
$2.86M 0.35%
102,381
+7,901
71
$2.73M 0.34%
63,149
+9,127
72
$2.67M 0.33%
8,353
-1,980
73
$2.63M 0.32%
16,202
74
$2.51M 0.31%
3,414
+72
75
$2.48M 0.3%
3,251
-115
1 2
3
4 5