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
301
$41K 0.01%
+200
302
$41K 0.01%
+1,500
303
$40K 0.01%
+125
304
$40K 0.01%
+374
305
$40K 0.01%
+476
306
$39K 0.01%
+800
307
$39K 0.01%
+1,460
308
$37K 0.01%
+1,400
309
$36K 0.01%
+205
310
$36K 0.01%
+600
311
$36K 0.01%
+672
312
$35K 0.01%
+700
313
$35K 0.01%
+1,900
314
$34K 0.01%
+520
315
$34K 0.01%
+406
316
$34K 0.01%
+1,054
317
$33K 0.01%
+473
318
$33K 0.01%
+1,000
319
$33K 0.01%
+600
320
$32K 0.01%
+1,160
321
$32K 0.01%
+500
322
$32K 0.01%
+650
323
$32K 0.01%
+400
324
$31K ﹤0.01%
+1,791
325
$31K ﹤0.01%
+214
11 12
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