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
26
$7.88M 1.18%
91,510
+30,819
27
$7.77M 1.16%
176,927
-1,287
28
$7.65M 1.15%
189,512
+106,688
29
$7.41M 1.11%
70,934
-867
30
$7.35M 1.1%
167,866
-1,367
31
$7.11M 1.06%
63,722
-2,027
32
$7.08M 1.06%
234,598
-1,257
33
$7.08M 1.06%
186,375
+1,509
34
$6.88M 1.03%
60,864
-2,824
35
$6.52M 0.98%
34,706
-378
36
$6.25M 0.94%
171,332
-10,852
37
$6.24M 0.93%
284,902
-307,789
38
$6.21M 0.93%
65,066
-10,019
39
$6.17M 0.92%
358,699
-355,478
40
$6.03M 0.9%
302,495
-369,285
41
$5.84M 0.87%
70,809
-31,466
42
$5.83M 0.87%
185,843
-4,056
43
$5.72M 0.86%
72,396
-462
44
$5.71M 0.85%
56,150
-25,035
45
$5.59M 0.84%
349,116
+12,029
46
$5.52M 0.83%
132,558
-4,820
47
$5.5M 0.82%
213,237
+177,477
48
$5.45M 0.82%
56,965
-3,035
49
$5.24M 0.78%
72,728
+9,510
50
$5.05M 0.76%
328,985
+27,748
1
2
3 4 5