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
276
$28K ﹤0.01%
+173
277
$27K ﹤0.01%
350
278
$25K ﹤0.01%
300
279
$25K ﹤0.01%
4,125
280
$24K ﹤0.01%
231
281
$24K ﹤0.01%
808
282
$23K ﹤0.01%
109
+37
283
$23K ﹤0.01%
920
284
$21K ﹤0.01%
950
-950
285
$21K ﹤0.01%
400
286
$20K ﹤0.01%
+787
287
$20K ﹤0.01%
555
288
$20K ﹤0.01%
268
289
$19K ﹤0.01%
1,500
-12,700
290
$19K ﹤0.01%
478
-70
291
$18K ﹤0.01%
150
292
$18K ﹤0.01%
325
293
$18K ﹤0.01%
1,050
-1
294
$18K ﹤0.01%
500
295
$18K ﹤0.01%
1,552
-3,068
296
$18K ﹤0.01%
100
297
$18K ﹤0.01%
622
298
$18K ﹤0.01%
4,900
299
$17K ﹤0.01%
57
300
$17K ﹤0.01%
414
10 11
12
13 14