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
301
$17K ﹤0.01%
166
302
$15K ﹤0.01%
438
-483
303
$15K ﹤0.01%
200
304
$15K ﹤0.01%
524
-21,213
305
$15K ﹤0.01%
230
306
$15K ﹤0.01%
290
-11,314
307
$15K ﹤0.01%
220
-380
308
$15K ﹤0.01%
+314
309
$14K ﹤0.01%
822
310
$14K ﹤0.01%
423
311
$14K ﹤0.01%
124
312
$14K ﹤0.01%
1,094
313
$13K ﹤0.01%
+100
314
$12K ﹤0.01%
350
315
$12K ﹤0.01%
635
-7,073
316
$12K ﹤0.01%
+314
317
$12K ﹤0.01%
705
318
$12K ﹤0.01%
+6
319
$11K ﹤0.01%
50
320
$11K ﹤0.01%
530
321
$11K ﹤0.01%
320
-200
322
$11K ﹤0.01%
100
+47
323
$11K ﹤0.01%
500
-7,400
324
$10K ﹤0.01%
398
-8,310
325
$10K ﹤0.01%
130
11 12
13
14 15