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
201
$153K 0.02%
+10,653
202
$152K 0.02%
+1,300
203
$151K 0.02%
6,200
-2,100
204
$143K 0.02%
+986
205
$141K 0.02%
+500
206
$139K 0.02%
+2,900
207
$139K 0.02%
+1,660
208
$138K 0.02%
+1,798
209
$137K 0.02%
+6,607
210
$136K 0.02%
+800
211
$134K 0.02%
+5,608
212
$134K 0.02%
+2,275
213
$131K 0.02%
+8,400
214
$130K 0.02%
+1,598
215
$130K 0.02%
+7,249
216
$125K 0.02%
+635
217
$124K 0.02%
+5,600
218
$123K 0.02%
+1,182
219
$121K 0.02%
+5,463
220
$121K 0.02%
+4,082
221
$120K 0.02%
+678
222
$120K 0.02%
+2,590
223
$115K 0.02%
+3,151
224
$115K 0.02%
+4,594
225
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