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
$635M
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.92M
3
+$4.37M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.13M
5
FIS icon
Fidelity National Information Services
FIS
+$4.11M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.19M
5
GE icon
GE Aerospace
GE
+$1M

Sector Composition

1 Technology 8.23%
2 Healthcare 8.06%
3 Financials 7.07%
4 Industrials 6.13%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$194K 0.03%
+7,900
177
$191K 0.03%
+8,950
178
$187K 0.03%
+6,435
179
$187K 0.03%
+6,160
180
$186K 0.03%
+7,250
181
$185K 0.03%
+3,799
182
$184K 0.03%
+2,800
183
$182K 0.03%
+2,497
184
$182K 0.03%
+1,797
185
$180K 0.03%
+3,286
186
$180K 0.03%
+7,235
187
$177K 0.03%
+3,643
188
$176K 0.03%
+1,390
189
$174K 0.03%
3,222
-827
190
$173K 0.03%
+4,143
191
$172K 0.03%
+3,207
192
$170K 0.03%
+2,423
193
$169K 0.03%
+1,200
194
$167K 0.03%
+3,204
195
$167K 0.03%
+3,150
196
$166K 0.03%
5,040
-5,580
197
$163K 0.03%
+940
198
$162K 0.03%
+4,601
199
$162K 0.03%
+6,100
200
$153K 0.02%
+4,353
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