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
201
$198K 0.03%
950
-300
202
$198K 0.03%
6,416
-80
203
$198K 0.03%
9,800
204
$195K 0.03%
1,174
205
$194K 0.03%
1,462
206
$194K 0.03%
7,900
-860
207
$191K 0.03%
1,179
208
$182K 0.03%
2,262
+367
209
$182K 0.03%
6,990
-270
210
$182K 0.03%
7,485
-895
211
$182K 0.03%
7,605
-295
212
$175K 0.03%
1,543
+142
213
$175K 0.03%
3,120
214
$164K 0.02%
5,881
-2,184
215
$155K 0.02%
1,829
216
$155K 0.02%
1,435
-507
217
$142K 0.02%
2,900
218
$142K 0.02%
5,600
219
$141K 0.02%
950
220
$139K 0.02%
3,234
+2,200
221
$137K 0.02%
5,706
+36
222
$136K 0.02%
2,175
223
$133K 0.02%
4,748
-231
224
$131K 0.02%
2,579
225
$127K 0.02%
6,196
7 8
9
10 11