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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
126
$851K 0.1%
17,350
+2,522
127
$818K 0.1%
2,213
-37
128
$814K 0.1%
2,734
+20
129
$807K 0.1%
25,088
+528
130
$804K 0.1%
2,279
+135
131
$804K 0.1%
1,657
+4
132
$803K 0.1%
5,716
133
$797K 0.1%
30,607
+2,285
134
$792K 0.1%
4,895
-423
135
$792K 0.1%
679
+3
136
$788K 0.1%
8,326
+428
137
$777K 0.1%
3,654
-2,118
138
$758K 0.09%
3,198
+76
139
$754K 0.09%
1
140
$753K 0.09%
3,070
141
$730K 0.09%
25,263
+1,299
142
$730K 0.09%
2,535
+39
143
$728K 0.09%
4,995
-472
144
$703K 0.09%
2,337
145
$682K 0.08%
6,618
-8
146
$672K 0.08%
6,873
147
$652K 0.08%
1,457
148
$647K 0.08%
14,297
+2,466
149
$639K 0.08%
6,545
150
$590K 0.07%
17,012
-1,293
4 5
6
7 8