1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$5.66M
3
+$2.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.81M
5
KSS icon
Kohl's
KSS
+$2.74M

Top Sells

1
+$8.5M
2
+$8.11M
3
+$7.86M
4
HON icon
Honeywell
HON
+$5.85M
5
CSCO icon
Cisco
CSCO
+$5.73M

Sector Composition

1 Healthcare 7.21%
2 Technology 6.64%
3 Industrials 5.97%
4 Financials 5.95%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$185K 0.03%
1,406
+746
202
$179K 0.03%
1,462
+50
203
$176K 0.03%
12,300
204
$174K 0.03%
3,120
205
$170K 0.03%
3,800
+500
206
$158K 0.02%
1,564
-375
207
$156K 0.02%
1,401
-15
208
$155K 0.02%
1,829
+32
209
$154K 0.02%
5,600
210
$153K 0.02%
1,300
211
$152K 0.02%
1,895
+1,331
212
$150K 0.02%
5,820
213
$144K 0.02%
950
-500
214
$142K 0.02%
2,590
-300
215
$142K 0.02%
2,579
-610
216
$142K 0.02%
2,900
217
$137K 0.02%
4,979
-11,013
218
$136K 0.02%
2,175
219
$133K 0.02%
5,670
+35
220
$129K 0.02%
1,015
221
$128K 0.02%
1,110
+4
222
$125K 0.02%
6,196
223
$125K 0.02%
2,393
224
$116K 0.02%
1,593
-1,594
225
$115K 0.02%
2,251
-800
7 8
9
10 11