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
101
$1.3M 0.15%
10,335
102
$1.28M 0.15%
6,676
+2,469
103
$1.26M 0.15%
7,191
-389
104
$1.25M 0.15%
1,705
-30
105
$1.18M 0.14%
7,755
-90
106
$1.18M 0.14%
20,306
+1,963
107
$1.13M 0.13%
11,933
-1,242
108
$1.06M 0.13%
13,000
109
$1.05M 0.13%
1,809
+164
110
$1.05M 0.12%
11,164
-17,121
111
$1.05M 0.12%
4,010
+1,350
112
$1.04M 0.12%
3,000
113
$1.03M 0.12%
20,448
-2,144
114
$1.03M 0.12%
2,582
115
$1.03M 0.12%
6,930
116
$1.03M 0.12%
7,216
-90
117
$1.02M 0.12%
9,865
-800
118
$1.01M 0.12%
14,371
119
$1.01M 0.12%
26,504
-30,131
120
$974K 0.12%
3,305
-5
121
$962K 0.11%
7,561
+709
122
$915K 0.11%
4,456
123
$904K 0.11%
16,812
124
$903K 0.11%
6,067
+1,811
125
$900K 0.11%
1,289
+61
3 4
5
6 7