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
401
$8K ﹤0.01%
+175
402
$8K ﹤0.01%
260
-700
403
$8K ﹤0.01%
+1,249
404
$8K ﹤0.01%
+182
405
$8K ﹤0.01%
408
406
$8K ﹤0.01%
425
407
$7K ﹤0.01%
200
408
$7K ﹤0.01%
200
409
$7K ﹤0.01%
+300
410
$7K ﹤0.01%
243
411
$6K ﹤0.01%
27
412
$6K ﹤0.01%
+100
413
$6K ﹤0.01%
+362
414
$6K ﹤0.01%
55
415
$6K ﹤0.01%
420
-131
416
$6K ﹤0.01%
+400
417
$6K ﹤0.01%
142
418
$6K ﹤0.01%
+100
419
$6K ﹤0.01%
500
-3,400
420
$6K ﹤0.01%
+1,289
421
$6K ﹤0.01%
+958
422
$5K ﹤0.01%
152
423
$5K ﹤0.01%
120
424
$5K ﹤0.01%
100
425
$5K ﹤0.01%
50
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