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
$668M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$21.2M
3
+$13.4M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$12.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$12.3M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$8.03M
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$7.54M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.04M

Sector Composition

1 Technology 12.03%
2 Healthcare 11.37%
3 Financials 5.85%
4 Consumer Staples 4.33%
5 Energy 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-82
327
– –
-4,590
328
– –
-260
329
– –
-33
330
– –
-16
331
– –
-2,043
332
– –
-748
333
– –
-32
334
– –
-250
335
– –
-2,575
336
– –
-808
337
– –
-502
338
– –
-260
339
– –
-45
340
– –
-14
341
– –
-633
342
– –
-493
343
– –
-1,608
344
– –
-350
345
– –
-390
346
– –
-9
347
– –
-696
348
– –
-194
349
– –
-250
350
– –
-22
12 13
14
15 16