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
201
$135K 0.02%
635
202
$131K 0.02%
4,870
+2,790
203
$129K 0.02%
1,636
204
$127K 0.02%
1,731
205
$125K 0.02%
2,175
206
$124K 0.02%
342
207
$122K 0.02%
650
208
$121K 0.02%
1,235
209
$119K 0.02%
8,624
210
$118K 0.02%
5,501
-695
211
$116K 0.02%
5,004
212
$115K 0.02%
1,000
213
$113K 0.02%
1,300
214
$110K 0.02%
483
+95
215
$109K 0.02%
654
+189
216
$108K 0.02%
3,555
-600
217
$106K 0.02%
1,375
-500
218
$104K 0.02%
3,127
219
$96K 0.02%
5,840
+63
220
$88K 0.01%
1,600
221
$86K 0.01%
1,466
-554
222
$84K 0.01%
+3,000
223
$78K 0.01%
1,010
224
$73K 0.01%
1,911
225
$73K 0.01%
1,993
7 8
9
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