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
176
$425K 0.05%
1,159
177
$417K 0.05%
9,716
178
$410K 0.05%
2,928
-235
179
$409K 0.05%
2,117
-3,460
180
$403K 0.05%
768
181
$377K 0.04%
1,973
-193
182
$362K 0.04%
373
+28
183
$360K 0.04%
1,818
+323
184
$348K 0.04%
2,607
+754
185
$347K 0.04%
2,685
-70
186
$337K 0.04%
1,164
187
$336K 0.04%
798
-645
188
$329K 0.04%
1,317
+153
189
$321K 0.04%
1,180
+229
190
$320K 0.04%
36,665
+5,221
191
$316K 0.04%
15,483
-23,698
192
$314K 0.04%
2,425
193
$303K 0.04%
9,263
194
$296K 0.04%
3,710
+512
195
$291K 0.03%
609
-8
196
$285K 0.03%
2,270
197
$284K 0.03%
+2,221
198
$275K 0.03%
1,100
199
$264K 0.03%
2,708
200
$261K 0.03%
+1,921
6 7
8
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