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
101
$816K 0.12%
14,746
102
$780K 0.11%
+6,255
103
$779K 0.11%
14,898
-68
104
$761K 0.11%
16,360
-505
105
$751K 0.11%
16,603
-600
106
$722K 0.1%
5,082
-518
107
$721K 0.1%
8,616
108
$721K 0.1%
12,020
-650
109
$668K 0.1%
1,784
110
$665K 0.1%
+9,323
111
$653K 0.09%
5,764
112
$619K 0.09%
5,539
113
$614K 0.09%
60,000
+15,000
114
$609K 0.09%
6,399
-600
115
$607K 0.09%
6,437
116
$603K 0.09%
9,020
-1,257
117
$584K 0.08%
11,583
-1,636
118
$580K 0.08%
14,827
119
$556K 0.08%
10,706
120
$550K 0.08%
3,000
121
$540K 0.08%
2,500
122
$491K 0.07%
4,592
-777
123
$486K 0.07%
3,853
-640
124
$468K 0.07%
18,165
+285
125
$458K 0.07%
6,829
+523
3 4
5
6 7