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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
$403M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 9.86%
2 Consumer Staples 7.59%
3 Industrials 6.71%
4 Financials 6.7%
5 Technology 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,950
177
-95,000
178
-4,289
179
-40,368
180
-3,488
181
-4,450
182
-4,900
183
-19,980
184
-48,073
185
-2,610
186
-56,720
187
-12,865
188
-22,760
189
-3,139
190
-55,948