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
151
$315K 0.05%
12,328
152
$312K 0.05%
1
153
$306K 0.04%
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-150
154
$306K 0.04%
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155
$301K 0.04%
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156
$300K 0.04%
2,017
-221
157
$298K 0.04%
10,450
158
$295K 0.04%
6,628
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159
$294K 0.04%
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160
$292K 0.04%
6,917
161
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1,343
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162
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5,650
163
$287K 0.04%
4,330
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164
$286K 0.04%
2,390
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165
$283K 0.04%
14,100
166
$280K 0.04%
+21,430
167
$278K 0.04%
5,767
168
$278K 0.04%
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169
$276K 0.04%
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170
$275K 0.04%
12,004
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171
$275K 0.04%
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172
$272K 0.04%
2,510
173
$261K 0.04%
1,463
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174
$260K 0.04%
2,761
175
$259K 0.04%
12,864
+500
5 6
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