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
$362M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.34M
3
+$2.24M
4
CVX icon
Chevron
CVX
+$2M
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.68M

Top Sells

1
+$3.5M
2
+$2.88M
3
+$2.58M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.41M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.03M

Sector Composition

1 Industrials 9.62%
2 Energy 9.06%
3 Healthcare 8.63%
4 Financials 8.2%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,705
152
– –
-136,477
153
– –
-18,377
154
– –
-18,465
155
– –
-2,151
3 4 5 6
7