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
451
$1K ﹤0.01%
10
452
$1K ﹤0.01%
+13
453
$1K ﹤0.01%
35
454
$1K ﹤0.01%
92
455
– –
-599
456
– –
-239
457
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-8
458
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-951
459
$0 ﹤0.01%
16
-192
460
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-250
461
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462
$0 ﹤0.01%
18
-5
463
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-300
464
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-672
465
$0 ﹤0.01%
9
466
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-1,932
467
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-2,590
468
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-218
469
$0 ﹤0.01%
1
470
– –
-1,000
471
– –
-75
472
– –
-396
473
– –
-56
474
– –
-1,015
475
– –
-1,495
17 18
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