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
$839M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.19M
3
+$3.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.01M
5
MMM icon
3M
MMM
+$2.15M

Top Sells

1
+$8.74M
2
+$5.86M
3
+$5.34M
4
CSCO icon
Cisco
CSCO
+$3.13M
5
AVGO icon
Broadcom
AVGO
+$2.55M

Sector Composition

1 Technology 13.02%
2 Healthcare 9.62%
3 Financials 6.16%
4 Consumer Staples 4.24%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.43M 1%
73,081
-5,329
27
$8.3M 0.99%
20,385
+3,183
28
$8.27M 0.99%
17,972
-1,990
29
$8.24M 0.98%
68,859
-2,868
30
$8.15M 0.97%
27,300
-118
31
$7.96M 0.95%
149,444
-8,337
32
$7.83M 0.93%
181,360
+29,545
33
$7.49M 0.89%
76,688
+3,840
34
$6.67M 0.8%
164,075
-7,515
35
$6.26M 0.75%
27,727
-2,897
36
$6.06M 0.72%
380,036
+14,852
37
$6.02M 0.72%
87,062
+23,680
38
$6.01M 0.72%
197,954
+59,759
39
$5.86M 0.7%
44,958
-447
40
$5.68M 0.68%
59,769
-3,832
41
$5.64M 0.67%
12,646
+420
42
$5.57M 0.66%
124,709
+5,699
43
$5.54M 0.66%
45,218
-8,494
44
$5.53M 0.66%
106,871
+2,309
45
$5.47M 0.65%
64,002
-4,917
46
$5.38M 0.64%
46,849
-3,605
47
$5.24M 0.62%
142,819
-7,396
48
$4.98M 0.59%
13,045
+1,992
49
$4.89M 0.58%
170,593
-25,195
50
$4.84M 0.58%
143,431
+2,308
1
2
3 4 5