We are live on ! Find out more
1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3M
3
+$2.97M
4
PSA icon
Public Storage
PSA
+$2.41M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.05M

Top Sells

1
+$3.44M
2
+$2.73M
3
+$2.6M
4
BAC icon
Bank of America
BAC
+$2.52M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Sector Composition

1 Technology 11.71%
2 Healthcare 9.3%
3 Financials 6.45%
4 Consumer Staples 4.09%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-575
227
– –
-2,796
228
– –
-3,076
229
– –
-5,580
230
– –
-4,196
231
– –
-1,462
232
– –
-1,141
233
– –
-5,665
234
– –
-1,931
235
– –
-6,769
236
– –
-1,322
237
– –
-3,380
238
– –
-12,192
6 7 8 9
10