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
126
$880K 0.1%
41,986
-45,117
127
$864K 0.1%
3,229
+159
128
$849K 0.1%
35,719
-78,136
129
$848K 0.1%
6,954
+65
130
$831K 0.1%
1,646
+259
131
$817K 0.1%
4,445
132
$805K 0.1%
2,250
133
$794K 0.09%
45,835
-89,308
134
$767K 0.09%
8,353
+742
135
$764K 0.09%
4,901
+427
136
$761K 0.09%
13,984
137
$743K 0.09%
8,631
+1,552
138
$741K 0.09%
7,756
+482
139
$706K 0.08%
25,537
+4,106
140
$706K 0.08%
39,900
-56,744
141
$692K 0.08%
2,715
-7,609
142
$682K 0.08%
11,844
143
$674K 0.08%
16,010
144
$671K 0.08%
14,421
-8,770
145
$671K 0.08%
2,844
+58
146
$652K 0.08%
6,425
+3,074
147
$651K 0.08%
11,285
-5,431
148
$639K 0.08%
3,838
-36
149
$627K 0.07%
32,633
-23,788
150
$624K 0.07%
12,481
+4,753
4 5
6
7 8