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
426
– –
0
427
$5K ﹤0.01%
+995
428
$5K ﹤0.01%
+64
429
$5K ﹤0.01%
+100
430
$5K ﹤0.01%
+89
431
$4K ﹤0.01%
+30
432
$4K ﹤0.01%
+93
433
$3K ﹤0.01%
+100
434
$3K ﹤0.01%
+150
435
– –
0
436
$2K ﹤0.01%
+20
437
– –
0
438
$2K ﹤0.01%
+125
439
$2K ﹤0.01%
+100
440
$2K ﹤0.01%
+250
441
$1K ﹤0.01%
+33
442
$1K ﹤0.01%
+10
443
$1K ﹤0.01%
+37
444
$1K ﹤0.01%
+31
445
$1K ﹤0.01%
+17
446
$1K ﹤0.01%
+20
447
$1K ﹤0.01%
+6
448
$1K ﹤0.01%
+8
449
– –
0
450
$1K ﹤0.01%
+40
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