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
$689M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$4.75M
3
+$3.23M
4
LOW icon
Lowe's Companies
LOW
+$3.2M
5
AOS icon
A.O. Smith
AOS
+$2.52M

Top Sells

1
+$5.47M
2
+$3.6M
3
+$1.85M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.21M
5
BLK icon
Blackrock
BLK
+$924K

Sector Composition

1 Healthcare 7.55%
2 Technology 7.07%
3 Industrials 6%
4 Financials 5.51%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$127K 0.02%
1,593
227
$126K 0.02%
+5,044
228
$123K 0.02%
2,251
229
$121K 0.02%
1,968
+66
230
$118K 0.02%
2,114
231
$117K 0.02%
1,300
232
$114K 0.02%
1,000
233
$112K 0.02%
6,000
234
$111K 0.02%
384
+84
235
$110K 0.02%
1,993
-400
236
$106K 0.02%
4,110
237
$105K 0.02%
635
238
$101K 0.01%
1,911
-2,000
239
$100K 0.01%
4,320
-1,500
240
$98K 0.01%
+660
241
$96K 0.01%
5,207
+510
242
$90K 0.01%
3,749
+200
243
$89K 0.01%
1,611
+233
244
$89K 0.01%
5,650
+1,575
245
$88K 0.01%
929
+125
246
$84K 0.01%
1,041
+29
247
$84K 0.01%
1,699
248
$82K 0.01%
1,807
+664
249
$80K 0.01%
2,121
250
$77K 0.01%
638
8 9
10
11 12