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
351
$14K ﹤0.01%
155
-207
352
$14K ﹤0.01%
+317
353
$14K ﹤0.01%
89
-222
354
$14K ﹤0.01%
204
355
$14K ﹤0.01%
268
-233
356
$13K ﹤0.01%
530
357
$13K ﹤0.01%
+103
358
$13K ﹤0.01%
1,000
359
$13K ﹤0.01%
+2,000
360
$13K ﹤0.01%
705
361
$12K ﹤0.01%
+3,179
362
$12K ﹤0.01%
437
363
$12K ﹤0.01%
822
-1,143
364
$12K ﹤0.01%
+500
365
$12K ﹤0.01%
49
366
$12K ﹤0.01%
741
367
$12K ﹤0.01%
+257
368
$12K ﹤0.01%
100
-465
369
$12K ﹤0.01%
+400
370
$12K ﹤0.01%
+600
371
$11K ﹤0.01%
+102
372
$11K ﹤0.01%
37
373
$11K ﹤0.01%
260
374
$11K ﹤0.01%
+1,000
375
$11K ﹤0.01%
+2,500
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