1IC
1922 Investment Company Portfolio holdings
AUM
$3M
This Quarter Return
+0.15%
1 Year Return
+18.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.05M
AUM Growth
+$3.05M
(-6.2%)
Cap. Flow
-$214K
Cap. Flow
% of AUM
-7.02%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
2
Closed
–
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$641 |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$122K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$92K |
Sector Composition
| 1 | Financials | 89.33% |
| 2 | Communication Services | 10.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.72M | 89.33% |
6,002
-203
| -3% | -$92K |
|
|
2
Alphabet (Google) Class A
GOOGL
$2.52T
| $324K | 10.65% |
1,713
-646
| -27% | -$122K |
|
|
3
iShares Core S&P Total US Stock Market ETF
ITOT
$74.2B
| $641 | 0.02% |
+5
| New | +$641 |
|