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
$790M
AUM Growth
-$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$614K
3
+$578K
4
CNH
CNH Industrial
CNH
+$550K
5
C icon
Citigroup
C
+$544K

Top Sells

1
+$3.09M
2
+$2.85M
3
+$2.59M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.33M
5
DOCS icon
Doximity
DOCS
+$2.17M

Sector Composition

1 Technology 11.3%
2 Financials 9.24%
3 Healthcare 6.44%
4 Consumer Staples 5.52%
5 Energy 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$577K 0.07%
2,920
+408
152
$552K 0.07%
2,900
153
$542K 0.07%
2,578
-82
154
$541K 0.07%
4,743
155
$526K 0.07%
1,815
156
$520K 0.07%
6,365
-819
157
$518K 0.07%
4,124
-693
158
$505K 0.06%
21,792
+222
159
$492K 0.06%
5,768
+225
160
$478K 0.06%
768
161
$470K 0.06%
+15,292
162
$458K 0.06%
4,719
-843
163
$450K 0.06%
+6,006
164
$446K 0.06%
5,181
-1,214
165
$438K 0.06%
1,513
-3,548
166
$423K 0.05%
610
-21
167
$419K 0.05%
8,407
-20,616
168
$412K 0.05%
16,749
+6,051
169
$402K 0.05%
6,724
-10,123
170
$399K 0.05%
19,879
-35,318
171
$398K 0.05%
10,505
+5,123
172
$390K 0.05%
2,337
173
$384K 0.05%
10,007
-155
174
$381K 0.05%
1,049
175
$378K 0.05%
4,995
5 6
7
8 9