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
101
$1.27M 0.16%
5,018
+192
102
$1.14M 0.14%
8,807
-1,056
103
$1.14M 0.14%
6,139
-10,651
104
$1.13M 0.14%
22,590
+665
105
$1.05M 0.13%
12,797
-225
106
$1.05M 0.13%
5,899
-1,070
107
$1.03M 0.13%
21,763
-7,630
108
$1.02M 0.13%
13,764
-4,373
109
$1.02M 0.13%
3,000
110
$1.01M 0.13%
4,491
111
$1.01M 0.13%
9,189
-2,216
112
$981K 0.12%
1,557
+81
113
$980K 0.12%
1,877
114
$963K 0.12%
12,600
115
$956K 0.12%
6,286
116
$936K 0.12%
2,800
-225
117
$923K 0.12%
5,074
-100
118
$910K 0.12%
11,844
119
$902K 0.11%
16,266
-6,248
120
$879K 0.11%
7,775
121
$866K 0.11%
1,947
-50
122
$858K 0.11%
14,371
123
$855K 0.11%
3,355
-64
124
$853K 0.11%
14,878
125
$849K 0.11%
1,631
-55
3 4
5
6 7