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
126
$445K 0.06%
11,238
-2,886
127
$442K 0.06%
5,150
+105
128
$423K 0.06%
2,352
129
$415K 0.06%
5,651
-216
130
$406K 0.06%
27,500
131
$405K 0.06%
13,039
132
$405K 0.06%
3,406
133
$402K 0.06%
16,593
+459
134
$394K 0.06%
2,293
-24
135
$384K 0.06%
5,065
-1,635
136
$379K 0.06%
9,730
+86
137
$377K 0.05%
6,111
-2,067
138
$374K 0.05%
16,569
139
$370K 0.05%
3,296
-18
140
$370K 0.05%
3,090
+190
141
$368K 0.05%
17,436
-3,256
142
$364K 0.05%
17,667
-198
143
$359K 0.05%
9,881
+1,297
144
$355K 0.05%
3,000
145
$350K 0.05%
2,950
146
$346K 0.05%
1,271
147
$328K 0.05%
25,085
+625
148
$328K 0.05%
6,656
149
$327K 0.05%
2,289
150
$319K 0.05%
3,323
-922
4 5
6
7 8