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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
151
$587K 0.07%
32,197
152
$587K 0.07%
17,496
+602
153
$578K 0.07%
4,148
154
$573K 0.07%
6,144
155
$570K 0.07%
+2,084
156
$552K 0.07%
8,232
+1,256
157
$546K 0.07%
2,240
158
$534K 0.07%
11,500
159
$528K 0.06%
10,957
-4,044
160
$521K 0.06%
3,970
161
$519K 0.06%
11,148
162
$497K 0.06%
1,515
+2
163
$495K 0.06%
1,815
164
$495K 0.06%
+1,753
165
$483K 0.06%
960
166
$474K 0.06%
5,852
-223
167
$468K 0.06%
9,077
-592
168
$463K 0.06%
4,188
-1,692
169
$457K 0.06%
7,119
-17,540
170
$440K 0.05%
17,092
+69
171
$431K 0.05%
17,455
-1,170
172
$429K 0.05%
900
173
$424K 0.05%
12,328
+519
174
$421K 0.05%
+21,986
175
$405K 0.05%
2,041
+59
5 6
7
8 9