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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
1
$43.7M 5.36%
361,933
-47,177
2
$41.8M 5.13%
710,683
-100
3
$31.2M 3.83%
390,860
+9,257
4
$30.7M 3.77%
148,596
-15,021
5
$26.4M 3.24%
50,896
-35
6
$26.2M 3.22%
311,761
+2,210
7
$25.2M 3.09%
98,774
-2,767
8
$22.5M 2.76%
374,989
+848
9
$22.4M 2.75%
36,562
+648
10
$17.4M 2.13%
313,758
+11,463
11
$15.1M 1.86%
157,952
-8,257
12
$14M 1.71%
233,013
+29,464
13
$13.5M 1.66%
104,196
-7,758
14
$12.9M 1.59%
123,764
+623
15
$12.8M 1.57%
454,117
-30,493
16
$12.7M 1.56%
270,166
+16,663
17
$11.2M 1.38%
34,047
-726
18
$10.8M 1.33%
44,432
-349
19
$10.1M 1.24%
28,433
-579
20
$9.39M 1.15%
213,680
-747
21
$9.31M 1.14%
123,433
+2,691
22
$9.1M 1.12%
137,691
+2,890
23
$8.6M 1.06%
188,173
+50
24
$8.43M 1.03%
297,643
-89,975
25
$8.36M 1.03%
353,411
+5,462
1
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