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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
176
$390K 0.05%
8,720
-1,168
177
$382K 0.05%
+1,072
178
$374K 0.05%
6,949
-5,278
179
$360K 0.04%
2,150
-600
180
$358K 0.04%
34,203
181
$355K 0.04%
577
182
$343K 0.04%
6,694
+38
183
$343K 0.04%
563
184
$338K 0.04%
3,063
-227
185
$335K 0.04%
9,500
186
$334K 0.04%
2,103
-192
187
$323K 0.04%
1,100
188
$314K 0.04%
6,996
+37
189
$311K 0.04%
1,706
-568
190
$308K 0.04%
2,880
-830
191
$292K 0.04%
3,028
192
$285K 0.03%
16,018
193
$280K 0.03%
2,500
-33
194
$272K 0.03%
5,100
195
$272K 0.03%
1,083
-110
196
$255K 0.03%
6,109
-1,000
197
$249K 0.03%
5,704
198
$247K 0.03%
1,399
-96
199
$227K 0.03%
+1,645
200
$227K 0.03%
1,215
-63
5 6 7
8
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