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
51
$4.67M 0.68%
52,050
-255
52
$4.27M 0.62%
146,331
-4,904
53
$4.26M 0.62%
77,384
-359
54
$4.25M 0.62%
22,025
-754
55
$4.18M 0.61%
32,824
-2,635
56
$3.93M 0.57%
45,240
-620
57
$3.92M 0.57%
48,654
-101
58
$3.86M 0.56%
180,641
+32,808
59
$3.5M 0.51%
49,564
-38
60
$3.39M 0.49%
20,917
+162
61
$3.37M 0.49%
30,683
+29,119
62
$3.19M 0.46%
28,150
+3,607
63
$2.57M 0.37%
58,140
+1
64
$2.57M 0.37%
126,396
+71,888
65
$2.55M 0.37%
5,719
-2,074
66
$2.52M 0.37%
+52,843
67
$2.4M 0.35%
29,914
+350
68
$2.31M 0.33%
7,769
-1,577
69
$2.21M 0.32%
31,247
+1,040
70
$2.19M 0.32%
9,453
+499
71
$2.19M 0.32%
40,816
-1,147
72
$2.16M 0.31%
15,568
+100
73
$2.08M 0.3%
111,000
+55,500
74
$2.07M 0.3%
16,610
+100
75
$2M 0.29%
30,702
-4,022
1 2
3
4 5