1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
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
+$20.9M
2
+$20.4M
3
+$12.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.7M

Top Sells

1
+$15.8M
2
+$15.5M
3
+$7.37M
4
SO icon
Southern Company
SO
+$7.21M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$6.74M

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
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424
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425
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15 16
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