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
76
$1.94M 0.28%
54,200
-780
77
$1.77M 0.26%
118,010
-1,950
78
$1.77M 0.26%
+15,700
79
$1.72M 0.25%
44,570
-850
80
$1.67M 0.24%
22,011
-3,235
81
$1.64M 0.24%
11,980
-711
82
$1.64M 0.24%
28,409
-32,211
83
$1.56M 0.23%
4,435
-10
84
$1.44M 0.21%
26,024
-98,767
85
$1.37M 0.2%
1,266
86
$1.26M 0.18%
28,420
-81,042
87
$1.23M 0.18%
5,548
-26
88
$1.23M 0.18%
16,063
-10,560
89
$1.21M 0.18%
8,009
-721
90
$1.2M 0.17%
15,150
91
$1.19M 0.17%
29,971
+21,941
92
$1.18M 0.17%
12,854
+600
93
$1.16M 0.17%
8,426
-68
94
$1.15M 0.17%
6,795
-79
95
$1.06M 0.15%
19,128
-670
96
$1.04M 0.15%
6,921
-671
97
$1.02M 0.15%
13,098
-2,165
98
$976K 0.14%
60,784
-50,080
99
$967K 0.14%
10,360
100
$932K 0.14%
22,787
-350
2 3
4
5 6