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
176
$373K 0.05%
2,825
177
$371K 0.05%
9,716
178
$370K 0.05%
1,612
-95
179
$365K 0.05%
1,932
+73
180
$357K 0.05%
8,134
-1,280
181
$355K 0.04%
1,728
182
$345K 0.04%
1,399
-30
183
$344K 0.04%
760
+12
184
$344K 0.04%
32,545
-7,345
185
$343K 0.04%
3,232
-1,095
186
$339K 0.04%
10,352
+395
187
$326K 0.04%
2,659
-225
188
$326K 0.04%
+4,305
189
$322K 0.04%
1,100
190
$313K 0.04%
2,708
191
$310K 0.04%
435
-9
192
$305K 0.04%
6,581
+34
193
$288K 0.04%
16,684
194
$281K 0.04%
599
195
$277K 0.04%
2,473
-794
196
$275K 0.03%
3,273
197
$268K 0.03%
3,028
198
$265K 0.03%
3,234
+174
199
$256K 0.03%
1,981
-7
200
$245K 0.03%
1,495
-71
5 6 7
8
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