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
326
$20K ﹤0.01%
+600
327
$20K ﹤0.01%
224
328
$20K ﹤0.01%
400
329
$19K ﹤0.01%
459
330
$19K ﹤0.01%
300
331
$19K ﹤0.01%
775
332
$18K ﹤0.01%
+400
333
$18K ﹤0.01%
+202
334
$17K ﹤0.01%
+100
335
$17K ﹤0.01%
+1,100
336
$17K ﹤0.01%
+700
337
$17K ﹤0.01%
100
338
$17K ﹤0.01%
630
-290
339
$17K ﹤0.01%
+333
340
$16K ﹤0.01%
57
-11
341
$16K ﹤0.01%
+267
342
$16K ﹤0.01%
99
343
$16K ﹤0.01%
+1,793
344
$16K ﹤0.01%
822
345
$16K ﹤0.01%
+300
346
$16K ﹤0.01%
124
347
$16K ﹤0.01%
1,094
348
$15K ﹤0.01%
+150
349
$14K ﹤0.01%
72
350
$14K ﹤0.01%
+800
12 13
14
15 16