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
151
$618K 0.07%
14,191
+2,230
152
$607K 0.07%
728
+45
153
$603K 0.07%
5,233
154
$601K 0.07%
7,838
+1,223
155
$592K 0.07%
9,684
-339
156
$592K 0.07%
1,966
+101
157
$581K 0.07%
4,411
+853
158
$575K 0.07%
5,070
-260
159
$570K 0.07%
11,123
160
$570K 0.07%
16,442
+3,714
161
$567K 0.07%
4,813
-1,332
162
$561K 0.07%
8,550
-3,146
163
$537K 0.06%
3,530
-200
164
$532K 0.06%
7,765
-480
165
$513K 0.06%
1,155
166
$500K 0.06%
8,315
-3,304
167
$493K 0.06%
1,898
+34
168
$493K 0.06%
10,491
169
$485K 0.06%
8,849
+1,721
170
$477K 0.06%
1,968
-462
171
$476K 0.06%
2,055
+139
172
$446K 0.05%
21,570
173
$437K 0.05%
5,012
+737
174
$427K 0.05%
444
-55
175
$426K 0.05%
3,382
5 6
7
8 9