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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
101
$1.27M 0.16%
4,255
-515
102
$1.25M 0.15%
8,988
-1,100
103
$1.17M 0.14%
5,054
-435
104
$1.14M 0.14%
13,593
+1,261
105
$1.11M 0.14%
10,030
-2,317
106
$1.1M 0.13%
11,563
-290
107
$1.08M 0.13%
3,879
+497
108
$1.04M 0.13%
27,870
+6,026
109
$1.04M 0.13%
3,000
110
$1.04M 0.13%
12,600
111
$1.03M 0.13%
23,895
+330
112
$1.03M 0.13%
1,061
+348
113
$1.02M 0.13%
14,608
-207
114
$995K 0.12%
19,868
-6,820
115
$969K 0.12%
3,777
116
$938K 0.12%
4,728
-37
117
$929K 0.11%
7,816
-3,424
118
$926K 0.11%
4,547
-239
119
$898K 0.11%
14,371
120
$889K 0.11%
7,905
+125
121
$875K 0.11%
4,295
122
$874K 0.11%
14,878
123
$858K 0.11%
6,407
-791
124
$855K 0.1%
+17,686
125
$852K 0.1%
5,490
-353
3 4
5
6 7