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
$790M
AUM Growth
-$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$614K
3
+$578K
4
CNH
CNH Industrial
CNH
+$550K
5
C icon
Citigroup
C
+$544K

Top Sells

1
+$3.09M
2
+$2.85M
3
+$2.59M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.33M
5
DOCS icon
Doximity
DOCS
+$2.17M

Sector Composition

1 Technology 11.3%
2 Financials 9.24%
3 Healthcare 6.44%
4 Consumer Staples 5.52%
5 Energy 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.12M 1.03%
317,930
-33,049
27
$8.11M 1.03%
92,253
+1,172
28
$7.75M 0.98%
215,130
-2,516
29
$7.13M 0.9%
268,813
-41,072
30
$6.99M 0.88%
14,378
-1,634
31
$6.93M 0.88%
73,655
-8,197
32
$6.83M 0.86%
115,375
-6,915
33
$6.65M 0.84%
66,814
-4,115
34
$6.61M 0.84%
45,738
-2,459
35
$6.42M 0.81%
70,776
-10,816
36
$6.2M 0.78%
110,391
-7,118
37
$6.18M 0.78%
25,760
-1,612
38
$6.14M 0.78%
27,981
+367
39
$6.06M 0.77%
10,294
-1,364
40
$5.97M 0.76%
110,863
-7,361
41
$5.89M 0.75%
44,602
-1,095
42
$5.75M 0.73%
507,800
+48,584
43
$5.66M 0.72%
91,570
-10,777
44
$5.43M 0.69%
10,744
-512
45
$5.21M 0.66%
116,003
-19,778
46
$5.12M 0.65%
483,107
-57,281
47
$4.93M 0.62%
65,037
-1,771
48
$4.92M 0.62%
69,851
+7,730
49
$4.84M 0.61%
209,553
-13,460
50
$4.73M 0.6%
30,791
-1,860
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