1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
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
1
$38.4M 5.57%
852,176
-26,892
2
$28.4M 4.13%
238,692
-1,388
3
$22.1M 3.21%
395,308
+384
4
$21M 3.05%
987,237
+66,616
5
$18.8M 2.73%
235,184
+10,902
6
$18.7M 2.71%
876,806
-21,866
7
$15.9M 2.31%
284,804
-11,140
8
$14.5M 2.11%
104,373
-2,454
9
$14M 2.04%
653,470
+19,276
10
$13.8M 2%
183,432
+2,302
11
$13.6M 1.97%
474,910
+8,816
12
$13.2M 1.92%
148,492
+2,096
13
$13.2M 1.92%
112,229
-2,036
14
$12.8M 1.86%
602,582
+29,713
15
$11.5M 1.67%
536,518
+36,991
16
$10.9M 1.58%
28,522
+1,462
17
$10.4M 1.5%
114,890
-274
18
$9.8M 1.42%
193,305
+176,297
19
$9.65M 1.4%
239,760
-7,813
20
$9.6M 1.39%
32,144
-694
21
$9.52M 1.38%
279,198
+50,446
22
$9.51M 1.38%
24,380
-636
23
$9.32M 1.35%
72,051
+559
24
$9.03M 1.31%
149,634
+1,316
25
$8.58M 1.25%
172,835
+40,190
1
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