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
301
$31K ﹤0.01%
114
-36
302
$31K ﹤0.01%
633
-327
303
$31K ﹤0.01%
+696
304
$31K ﹤0.01%
160
-200
305
$30K ﹤0.01%
+808
306
$28K ﹤0.01%
+500
307
$28K ﹤0.01%
641
-1,531
308
$28K ﹤0.01%
520
309
$27K ﹤0.01%
920
310
$26K ﹤0.01%
350
311
$26K ﹤0.01%
+1,000
312
$25K ﹤0.01%
231
313
$24K ﹤0.01%
+2,700
314
$23K ﹤0.01%
1,022
-162
315
$23K ﹤0.01%
666
316
$23K ﹤0.01%
+209
317
$23K ﹤0.01%
166
-220
318
$22K ﹤0.01%
+550
319
$22K ﹤0.01%
+250
320
$22K ﹤0.01%
+850
321
$21K ﹤0.01%
+1,300
322
$21K ﹤0.01%
355
323
$21K ﹤0.01%
+422
324
$20K ﹤0.01%
500
325
$20K ﹤0.01%
+1,080
11 12
13
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