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
401
$12K ﹤0.01%
+81
402
$12K ﹤0.01%
+243
403
$11K ﹤0.01%
+500
404
$11K ﹤0.01%
+368
405
$11K ﹤0.01%
+106
406
$11K ﹤0.01%
+375
407
– –
0
408
$10K ﹤0.01%
+200
409
$10K ﹤0.01%
+216
410
$10K ﹤0.01%
+500
411
$10K ﹤0.01%
+400
412
$9K ﹤0.01%
+220
413
$9K ﹤0.01%
+200
414
$9K ﹤0.01%
+400
415
$9K ﹤0.01%
+125
416
$9K ﹤0.01%
+1,389
417
$8K ﹤0.01%
+175
418
$8K ﹤0.01%
+11
419
$8K ﹤0.01%
+161
420
$8K ﹤0.01%
+100
421
$8K ﹤0.01%
+114
422
$8K ﹤0.01%
+50
423
$7K ﹤0.01%
+200
424
$7K ﹤0.01%
+570
425
$6K ﹤0.01%
+132
15 16
17
18 19