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
351
$23K ﹤0.01%
+300
352
$23K ﹤0.01%
+231
353
$22K ﹤0.01%
+575
354
$22K ﹤0.01%
+720
355
$22K ﹤0.01%
+316
356
$22K ﹤0.01%
+507
357
$22K ﹤0.01%
+220
358
$22K ﹤0.01%
+496
359
$21K ﹤0.01%
+345
360
$21K ﹤0.01%
+250
361
$20K ﹤0.01%
+189
362
$20K ﹤0.01%
462
-9,810
363
$20K ﹤0.01%
+130
364
$20K ﹤0.01%
+400
365
$20K ﹤0.01%
+226
366
$20K ﹤0.01%
+1,094
367
$19K ﹤0.01%
+1,000
368
$19K ﹤0.01%
+359
369
$18K ﹤0.01%
+396
370
$18K ﹤0.01%
+100
371
$17K ﹤0.01%
+403
372
$17K ﹤0.01%
+279
373
$17K ﹤0.01%
+822
374
$17K ﹤0.01%
+200
375
$17K ﹤0.01%
+900
13 14
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