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
251
$76K 0.01%
2,161
+1,161
252
$75K 0.01%
624
-486
253
$74K 0.01%
1,300
254
$69K 0.01%
738
255
$68K 0.01%
400
256
$68K 0.01%
922
257
$67K 0.01%
593
-412
258
$65K 0.01%
1,413
-756
259
$64K 0.01%
1,504
260
$63K 0.01%
817
261
$62K 0.01%
1,350
262
$61K 0.01%
1,371
-122
263
$60K 0.01%
250
264
$60K 0.01%
1,830
+176
265
$59K 0.01%
700
266
$55K 0.01%
+501
267
$55K 0.01%
550
268
$54K 0.01%
317
269
$54K 0.01%
+3,767
270
$53K 0.01%
5,000
271
$53K 0.01%
2,940
272
$53K 0.01%
829
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273
$53K 0.01%
255
274
$52K 0.01%
324
+38
275
$51K 0.01%
1,009
9 10
11
12 13