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
$635M
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.92M
3
+$4.37M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.13M
5
FIS icon
Fidelity National Information Services
FIS
+$4.11M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.19M
5
GE icon
GE Aerospace
GE
+$1M

Sector Composition

1 Technology 8.23%
2 Healthcare 8.06%
3 Financials 7.07%
4 Industrials 6.13%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$63K 0.01%
+738
277
$61K 0.01%
+1,350
278
$61K 0.01%
+1,300
279
$59K 0.01%
+828
280
$58K 0.01%
+12,000
281
$58K 0.01%
+405
282
$58K 0.01%
+2,847
283
$55K 0.01%
+1,400
284
$54K 0.01%
+312
285
$52K 0.01%
+600
286
$52K 0.01%
+500
287
$51K 0.01%
+205
288
$51K 0.01%
+1,200
289
$49K 0.01%
+1,650
290
$49K 0.01%
+3,265
291
$49K 0.01%
+1,432
292
$49K 0.01%
+923
293
$48K 0.01%
+1,000
294
$46K 0.01%
+1,843
295
$46K 0.01%
+816
296
$45K 0.01%
+300
297
$44K 0.01%
+470
298
$43K 0.01%
+951
299
$42K 0.01%
+700
300
$42K 0.01%
+221
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