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
176
$258K 0.04%
9,450
-7,825
177
$253K 0.04%
6,637
+1,445
178
$251K 0.04%
4,300
+200
179
$250K 0.04%
4,391
+175
180
$248K 0.04%
1,636
-121
181
$248K 0.04%
3,856
182
$246K 0.04%
1,600
-25
183
$242K 0.04%
2,869
+161
184
$242K 0.04%
+8,669
185
$242K 0.04%
55,640
-6,000
186
$239K 0.03%
+4,741
187
$238K 0.03%
1,711
+305
188
$237K 0.03%
5,991
189
$223K 0.03%
+3,690
190
$222K 0.03%
4,548
-4,758
191
$222K 0.03%
8,708
-3,025
192
$220K 0.03%
10,600
+600
193
$216K 0.03%
7,700
+100
194
$216K 0.03%
13,400
195
$216K 0.03%
5,238
196
$214K 0.03%
2,875
+160
197
$209K 0.03%
8,010
198
$206K 0.03%
5,827
199
$202K 0.03%
3,869
200
$199K 0.03%
12,500
+200
6 7
8
9 10