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
$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
126
$424K 0.07%
10,600
-4,427
127
$416K 0.07%
9,703
-2,892
128
$413K 0.07%
2,292
-8
129
$408K 0.06%
3,853
+2,215
130
$391K 0.06%
13,792
+1,390
131
$378K 0.06%
4,143
-165
132
$375K 0.06%
2,289
133
$374K 0.06%
+27,500
134
$373K 0.06%
1,338
-79
135
$360K 0.06%
1,271
136
$355K 0.06%
17,817
137
$344K 0.05%
2,719
-250
138
$333K 0.05%
10,432
+4,000
139
$332K 0.05%
2,872
+299
140
$331K 0.05%
13,039
141
$330K 0.05%
6,656
142
$317K 0.05%
7,938
143
$316K 0.05%
9,000
+8,265
144
$314K 0.05%
9,525
145
$312K 0.05%
4,420
146
$311K 0.05%
3,625
-1,701
147
$306K 0.05%
15,429
-380
148
$306K 0.05%
7,333
149
$300K 0.05%
14,445
+12,000
150
$292K 0.05%
5,650
4 5
6
7 8