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
276
$51K 0.01%
+2,600
277
$51K 0.01%
500
+150
278
$51K 0.01%
461
-45
279
$49K 0.01%
1,182
+572
280
$48K 0.01%
205
+80
281
$48K 0.01%
1,740
282
$47K 0.01%
4,125
283
$45K 0.01%
+1,650
284
$45K 0.01%
1,137
-169
285
$44K 0.01%
1,500
286
$44K 0.01%
+1,600
287
$39K 0.01%
1,632
-1,685
288
$39K 0.01%
1,550
-250
289
$38K 0.01%
500
290
$38K 0.01%
600
-130
291
$38K 0.01%
630
-1,115
292
$37K 0.01%
1,900
293
$37K 0.01%
600
294
$36K 0.01%
+400
295
$35K 0.01%
180
-400
296
$35K 0.01%
648
297
$34K ﹤0.01%
244
+10
298
$34K ﹤0.01%
307
299
$33K ﹤0.01%
+400
300
$32K ﹤0.01%
1,205
+900
10 11
12
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