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
76
$2.4M 0.3%
26,273
+13,518
77
$2.32M 0.29%
5,955
-212
78
$2.31M 0.29%
19,156
-968
79
$2.29M 0.29%
1,176
80
$2.21M 0.28%
5,497
-7,704
81
$2.15M 0.27%
9,445
-32
82
$2.03M 0.26%
78,383
-11,187
83
$2.03M 0.26%
3,556
-25
84
$1.93M 0.24%
18,280
-5,382
85
$1.86M 0.24%
8,440
-78
86
$1.78M 0.23%
3,036
+25
87
$1.73M 0.22%
27,637
-1,967
88
$1.71M 0.22%
40,124
+4,808
89
$1.68M 0.21%
9,479
-562
90
$1.66M 0.21%
5,255
-281
91
$1.66M 0.21%
12,055
-451
92
$1.49M 0.19%
16,766
93
$1.43M 0.18%
5,110
-438
94
$1.41M 0.18%
7,105
-779
95
$1.4M 0.18%
22,755
96
$1.39M 0.18%
1,517
+40
97
$1.38M 0.17%
19,592
-2,318
98
$1.33M 0.17%
7,975
-100
99
$1.33M 0.17%
11,533
+195
100
$1.29M 0.16%
7,956
+254
2 3
4
5 6