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
251
$42K 0.01%
180
252
$42K 0.01%
1,215
253
$41K 0.01%
570
254
$40K 0.01%
880
255
$40K 0.01%
740
-493
256
$39K 0.01%
276
-60
257
$38K 0.01%
925
258
$37K 0.01%
545
-89
259
$36K 0.01%
+535
260
$35K 0.01%
400
261
$35K 0.01%
1,038
262
$34K 0.01%
1,016
263
$34K 0.01%
1,740
264
$33K 0.01%
125
265
$33K 0.01%
648
266
$32K 0.01%
633
267
$31K ﹤0.01%
200
268
$31K ﹤0.01%
1,175
-7,188
269
$30K ﹤0.01%
4,075
270
$30K ﹤0.01%
715
+251
271
$29K ﹤0.01%
114
272
$29K ﹤0.01%
640
273
$29K ﹤0.01%
400
274
$29K ﹤0.01%
262
275
$29K ﹤0.01%
696
9 10
11
12 13