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
$841M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.34M
3
+$4.07M
4
PFE icon
Pfizer
PFE
+$2.82M
5
JHG icon
Janus Henderson
JHG
+$2.32M

Top Sells

1
+$5.38M
2
+$4.68M
3
+$4M
4
AVGO icon
Broadcom
AVGO
+$3.41M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.36M

Sector Composition

1 Technology 10.82%
2 Healthcare 9.39%
3 Financials 7.07%
4 Consumer Staples 4.89%
5 Energy 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.09M 0.96%
185,437
-9,977
27
$8.05M 0.96%
50,722
-18,960
28
$7.88M 0.94%
202,036
+16,214
29
$7.69M 0.91%
27,282
-18
30
$7.63M 0.91%
50,582
-7,107
31
$7.63M 0.91%
16,764
+440
32
$7.33M 0.87%
69,284
+1,422
33
$7.27M 0.86%
14,703
-3,751
34
$7.25M 0.86%
353,187
+46,898
35
$7.06M 0.84%
53,280
-25,740
36
$7.03M 0.84%
41,526
-4,044
37
$7.03M 0.84%
140,764
-23,147
38
$6.93M 0.82%
+121,264
39
$6.89M 0.82%
151,158
+416
40
$6.87M 0.82%
118,590
-20,999
41
$6.64M 0.79%
72,443
-6,168
42
$6.42M 0.76%
48,898
-417
43
$6.31M 0.75%
71,118
-3,091
44
$6.26M 0.74%
11,912
-13
45
$6.08M 0.72%
30,361
-15,892
46
$6.06M 0.72%
134,093
-8,690
47
$5.8M 0.69%
70,689
+64,977
48
$5.61M 0.67%
134,311
-4,068
49
$5.6M 0.67%
101,864
-6,233
50
$5.49M 0.65%
75,075
+4,998
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