1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
-3.02%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$804M
AUM Growth
-$35.2M
(-4.2%)
Cap. Flow
-$6.54M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
35.95%
Holding
243
New
11
Increased
90
Reduced
99
Closed
15
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$7.88M |
| 2 |
Williams-Sonoma
WSM
|
$4.33M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.33M |
| 4 |
Crown Castle
CCI
|
$3.58M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.57M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$10M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$7.9M |
| 3 |
Broadcom
AVGO
|
$7.04M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.29M |
| 5 |
KeyCorp
KEY
|
$2.93M |
Sector Composition
| 1 | Technology | 11.85% |
| 2 | Healthcare | 10.18% |
| 3 | Financials | 6.04% |
| 4 | Energy | 4.87% |
| 5 | Consumer Staples | 4.32% |
