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
51
$4.34M 0.55%
29,997
-4,413
52
$4.29M 0.54%
25,586
-39
53
$4.19M 0.53%
38,548
-6,319
54
$4.1M 0.52%
30,308
-6,111
55
$4.01M 0.51%
13,403
-1,285
56
$3.84M 0.49%
87,202
-18,721
57
$3.84M 0.49%
28,560
+1,473
58
$3.8M 0.48%
94,814
-11,265
59
$3.74M 0.47%
134,832
-18,577
60
$3.65M 0.46%
19,460
-1,147
61
$3.61M 0.46%
84,354
-9,936
62
$3.36M 0.42%
11,658
-4
63
$3.13M 0.4%
23,138
-2,015
64
$3.13M 0.4%
5,333
-3
65
$3.07M 0.39%
40,565
-4,984
66
$2.98M 0.38%
34,745
-9,059
67
$2.97M 0.38%
69,764
-25,372
68
$2.96M 0.37%
26,148
-1,294
69
$2.82M 0.36%
284,777
+10,344
70
$2.77M 0.35%
11,929
-82
71
$2.75M 0.35%
25,530
-2,164
72
$2.7M 0.34%
3,501
-37
73
$2.53M 0.32%
44,013
-386
74
$2.49M 0.31%
13,423
-2,155
75
$2.42M 0.31%
38,873
-187
1 2
3
4 5