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
$835M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.9M
3
+$7.67M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.84M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.39M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.06M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.53M

Sector Composition

1 Technology 13.84%
2 Healthcare 8.99%
3 Financials 5.74%
4 Consumer Staples 5.21%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$240K 0.03%
1,524
-269
227
$228K 0.03%
+6,224
228
$226K 0.03%
4,179
229
$219K 0.03%
+2,466
230
$219K 0.03%
1,596
-335
231
$217K 0.03%
+2,644
232
$212K 0.03%
3,028
233
$208K 0.02%
+1,541
234
$208K 0.02%
+5,526
235
$206K 0.02%
1,952
-226
236
$205K 0.02%
+907
237
$203K 0.02%
1,516
-342
238
$201K 0.02%
+5,100
239
$162K 0.02%
+10,737
240
$84.5K 0.01%
10,000
241
$29.3K ﹤0.01%
+975
242
– –
-2,272
243
– –
-6,238
244
– –
-1,710
245
– –
-7,500
246
– –
-13,730
6 7 8 9
10