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
$632M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.73M
3
+$4.22M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.04M
5
DOW icon
Dow Inc
DOW
+$3.58M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.97M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Sector Composition

1 Technology 10.71%
2 Healthcare 10.42%
3 Communication Services 5.4%
4 Consumer Staples 4.49%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$69K 0.01%
1,556
-26,402
227
$69K 0.01%
1,068
228
$69K 0.01%
2,963
-825
229
$68K 0.01%
700
230
$66K 0.01%
250
231
$65K 0.01%
1,350
232
$63K 0.01%
+1,108
233
$62K 0.01%
530
-624
234
$59K 0.01%
738
235
$57K 0.01%
132
+75
236
$56K 0.01%
500
237
$56K 0.01%
441
-147
238
$55K 0.01%
573
+50
239
$53K 0.01%
1,034
240
$53K 0.01%
922
241
$50K 0.01%
693
242
$50K 0.01%
255
243
$50K 0.01%
829
244
$50K 0.01%
507
+50
245
$50K 0.01%
4,703
246
$49K 0.01%
+2,216
247
$48K 0.01%
558
248
$48K 0.01%
1,475
249
$44K 0.01%
317
250
$44K 0.01%
1,500
8 9
10
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