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
$632M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.73M
3
+$4.22M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.04M
5
DOW icon
Dow Inc
DOW
+$3.58M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.97M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Sector Composition

1 Technology 10.71%
2 Healthcare 10.42%
3 Communication Services 5.4%
4 Consumer Staples 4.49%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$205K 0.03%
7,361
-3,580
177
$202K 0.03%
3,339
-350
178
$200K 0.03%
2,424
-390
179
$196K 0.03%
10,886
+2,690
180
$196K 0.03%
1,462
181
$192K 0.03%
6,116
182
$186K 0.03%
4,416
+200
183
$179K 0.03%
973
-1,724
184
$176K 0.03%
5,630
-5,465
185
$173K 0.03%
2,800
-2,231
186
$170K 0.03%
2,998
-1,450
187
$169K 0.03%
1,427
-15
188
$167K 0.03%
2,054
-460
189
$167K 0.03%
3,120
190
$164K 0.03%
1,100
-79
191
$163K 0.03%
1,429
-175
192
$155K 0.02%
3,904
193
$154K 0.02%
1,776
-230
194
$151K 0.02%
845
195
$150K 0.02%
+4,000
196
$145K 0.02%
2,900
197
$144K 0.02%
5,787
-850
198
$142K 0.02%
5,405
+1,295
199
$139K 0.02%
1,674
200
$137K 0.02%
2,206
-905
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