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
376
$11K ﹤0.01%
+1,000
377
$10K ﹤0.01%
+600
378
$10K ﹤0.01%
140
-740
379
$10K ﹤0.01%
+250
380
$10K ﹤0.01%
563
381
$10K ﹤0.01%
+100
382
$10K ﹤0.01%
+200
383
$10K ﹤0.01%
+800
384
$9K ﹤0.01%
+600
385
$9K ﹤0.01%
130
+65
386
$9K ﹤0.01%
30
387
$9K ﹤0.01%
200
388
$9K ﹤0.01%
114
389
$9K ﹤0.01%
488
390
$9K ﹤0.01%
157
-1,541
391
$9K ﹤0.01%
570
392
$8K ﹤0.01%
15
393
$8K ﹤0.01%
+278
394
$8K ﹤0.01%
175
-332
395
$8K ﹤0.01%
400
-2,500
396
$8K ﹤0.01%
+67
397
$8K ﹤0.01%
200
398
$8K ﹤0.01%
100
399
$8K ﹤0.01%
353
400
$8K ﹤0.01%
+158
14 15
16
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