1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.73M
3
+$4.22M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.04M
5
DOW icon
Dow Inc
DOW
+$3.58M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.97M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Sector Composition

1 Technology 10.71%
2 Healthcare 10.42%
3 Communication Services 5.4%
4 Consumer Staples 4.49%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$688K 0.11%
18,705
-1,900
102
$684K 0.11%
3,912
+3,408
103
$682K 0.11%
3,718
-27,079
104
$638K 0.1%
4,516
-353
105
$634K 0.1%
5,384
106
$580K 0.09%
15,000
107
$578K 0.09%
3,000
108
$556K 0.09%
6,348
-20
109
$554K 0.09%
14,727
110
$553K 0.09%
10,706
111
$541K 0.09%
10,430
+3,319
112
$524K 0.08%
12,972
-5,280
113
$523K 0.08%
55,040
+40,000
114
$519K 0.08%
6,392
115
$516K 0.08%
10,946
-139,149
116
$507K 0.08%
19,530
+1,240
117
$491K 0.08%
6,144
+1,233
118
$467K 0.07%
20,025
-1,300
119
$466K 0.07%
7,520
-730
120
$454K 0.07%
21,431
+6,454
121
$452K 0.07%
2,338
+45
122
$447K 0.07%
3,000
+745
123
$438K 0.07%
6,314
+23
124
$433K 0.07%
2,468
125
$427K 0.07%
3,406
3 4
5
6 7