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
26
$8.46M 1.23%
164,238
+413
27
$8.36M 1.21%
139,140
+15,721
28
$8.29M 1.2%
38,141
+1,566
29
$8.15M 1.18%
62,519
-132
30
$8.14M 1.18%
129,000
+15,180
31
$8.01M 1.16%
314,916
+23,463
32
$8M 1.16%
38,593
+1,251
33
$7.43M 1.08%
62,612
-1,367
34
$7.02M 1.02%
43,960
-360
35
$6.63M 0.96%
109,887
+2,189
36
$6.5M 0.94%
63,343
+13
37
$6.36M 0.92%
128,771
+65,407
38
$6.22M 0.9%
42,740
+1,247
39
$6.11M 0.89%
129,051
-5,279
40
$5.98M 0.87%
103,323
+244
41
$5.91M 0.86%
144,570
+7,567
42
$5.83M 0.85%
90,115
+531
43
$5.75M 0.83%
120,702
+5,959
44
$5.57M 0.81%
80,662
+2,231
45
$5.42M 0.79%
274,753
+56,378
46
$5.35M 0.78%
66,487
-2,982
47
$5.33M 0.77%
41,542
-349
48
$5.03M 0.73%
82,360
+2,340
49
$4.87M 0.71%
39,187
-1,321
50
$4.83M 0.7%
127,218
+125,131
1
2
3 4 5