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
76
$2.67M 0.32%
32,590
+20,569
77
$2.61M 0.31%
44,410
+6,251
78
$2.57M 0.31%
6,702
-1,148
79
$2.51M 0.3%
12,041
80
$2.35M 0.28%
38,739
-126
81
$2.3M 0.27%
36,400
+20,080
82
$2.16M 0.26%
14,616
-410
83
$2.11M 0.25%
1,176
84
$2.08M 0.25%
11,739
-5,536
85
$2M 0.24%
3,586
86
$1.8M 0.21%
8,538
87
$1.78M 0.21%
29,163
+10,204
88
$1.7M 0.2%
28,443
-400
89
$1.69M 0.2%
3,479
-2,035
90
$1.68M 0.2%
19,430
91
$1.63M 0.19%
5,832
-3,983
92
$1.6M 0.19%
30,855
93
$1.56M 0.19%
8,650
-7,046
94
$1.5M 0.18%
14,694
+1,286
95
$1.5M 0.18%
30,024
96
$1.39M 0.17%
29,393
-419
97
$1.38M 0.16%
12,464
-69
98
$1.35M 0.16%
18,878
-2,376
99
$1.34M 0.16%
49,792
100
$1.32M 0.16%
31,099
-2,611
2 3
4
5 6