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
51
$5.36M 0.64%
18,490
+1,538
52
$5.33M 0.63%
29,554
-6,261
53
$5.17M 0.61%
50,343
-6,532
54
$5.08M 0.6%
38,825
-5,633
55
$5.02M 0.6%
102,002
+7,052
56
$4.89M 0.58%
92,045
-14,263
57
$4.81M 0.57%
343,986
+290,787
58
$4.64M 0.55%
41,425
-300
59
$4.59M 0.55%
154,977
+7,455
60
$4.55M 0.54%
13,493
-294
61
$4.23M 0.5%
38,273
+2,594
62
$4.12M 0.49%
51,570
-984
63
$3.95M 0.47%
22,697
+137
64
$3.91M 0.46%
24,095
-3,894
65
$3.88M 0.46%
37,689
+8,741
66
$3.55M 0.42%
87,386
+14,896
67
$3.42M 0.41%
4,401
-45
68
$3.4M 0.4%
77,072
-18,784
69
$3.17M 0.38%
11,697
-37
70
$3.14M 0.37%
95,562
+70,655
71
$3.06M 0.36%
17,064
-204
72
$2.95M 0.35%
32,610
-17,000
73
$2.82M 0.34%
5,400
-19
74
$2.78M 0.33%
11,307
-1,182
75
$2.7M 0.32%
23,712
-3,820
1 2
3
4 5