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
426
$5K ﹤0.01%
400
427
$5K ﹤0.01%
+100
428
$5K ﹤0.01%
110
429
$4K ﹤0.01%
+33
430
$4K ﹤0.01%
+300
431
$4K ﹤0.01%
+39
432
$4K ﹤0.01%
+196
433
$4K ﹤0.01%
74
-378
434
$4K ﹤0.01%
89
435
$3K ﹤0.01%
200
436
$3K ﹤0.01%
+1,000
437
$3K ﹤0.01%
100
-354
438
$3K ﹤0.01%
100
439
$2K ﹤0.01%
70
440
$2K ﹤0.01%
995
441
$2K ﹤0.01%
+400
442
$2K ﹤0.01%
+33
443
$1K ﹤0.01%
40
444
$1K ﹤0.01%
+14
445
$1K ﹤0.01%
31
446
$1K ﹤0.01%
140
447
$1K ﹤0.01%
7
448
$1K ﹤0.01%
+50
449
$1K ﹤0.01%
6
-774
450
$1K ﹤0.01%
9
-162
16 17
18
19 20