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
326
$31K ﹤0.01%
+295
327
$30K ﹤0.01%
+500
328
$30K ﹤0.01%
+920
329
$30K ﹤0.01%
+460
330
$30K ﹤0.01%
+425
331
$29K ﹤0.01%
+509
332
$29K ﹤0.01%
+438
333
$29K ﹤0.01%
+648
334
$29K ﹤0.01%
+317
335
$28K ﹤0.01%
+180
336
$28K ﹤0.01%
+1,965
337
– –
0
338
$27K ﹤0.01%
+609
339
$27K ﹤0.01%
+964
340
$27K ﹤0.01%
+300
341
$26K ﹤0.01%
+1,300
342
$26K ﹤0.01%
+300
343
$25K ﹤0.01%
+345
344
$25K ﹤0.01%
+352
345
$25K ﹤0.01%
+260
346
$25K ﹤0.01%
+185
347
$25K ﹤0.01%
+115
348
$24K ﹤0.01%
+536
349
$24K ﹤0.01%
+376
350
$24K ﹤0.01%
+256
12 13
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