1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$835M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.9M
3
+$7.67M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.84M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.39M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.06M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.53M

Sector Composition

1 Technology 13.84%
2 Healthcare 8.99%
3 Financials 5.74%
4 Consumer Staples 5.21%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.68M 1.04%
194,599
+12,773
27
$8.65M 1.04%
157,781
-9,344
28
$8.34M 1%
78,410
-5,852
29
$7.86M 0.94%
113,464
+5,346
30
$7.67M 0.92%
+27,418
31
$7.44M 0.89%
71,727
+15,235
32
$7.08M 0.85%
72,848
+9,815
33
$7.03M 0.84%
365,184
+66,656
34
$6.96M 0.83%
43,653
+27,204
35
$6.93M 0.83%
171,590
+24,188
36
$6.64M 0.8%
53,712
-9,582
37
$6.47M 0.77%
17,202
+4,724
38
$6.18M 0.74%
151,815
+14,514
39
$6.13M 0.73%
150,215
-10,056
40
$6.12M 0.73%
30,624
-3,586
41
$6.05M 0.72%
68,919
-2,549
42
$5.95M 0.71%
63,601
-3,828
43
$5.85M 0.7%
104,562
+13,290
44
$5.65M 0.68%
44,250
-3,249
45
$5.6M 0.67%
195,788
-23,310
46
$5.55M 0.66%
50,454
-3,181
47
$5.5M 0.66%
119,010
+23,387
48
$5.3M 0.63%
141,123
+117,431
49
$5.03M 0.6%
12,226
-57
50
$4.78M 0.57%
232,199
-117,385
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