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
$804M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$4.33M
3
+$4.33M
4
CCI icon
Crown Castle
CCI
+$3.58M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.57M

Top Sells

1
+$10M
2
+$7.9M
3
+$7.04M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.29M
5
KEY icon
KeyCorp
KEY
+$2.93M

Sector Composition

1 Technology 11.85%
2 Healthcare 10.18%
3 Financials 6.04%
4 Energy 4.87%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.12M 1.01%
116,261
+29,199
27
$7.67M 0.95%
52,907
-8,991
28
$7.64M 0.95%
148,173
-1,271
29
$7.35M 0.91%
79,431
+2,743
30
$7.19M 0.89%
27,300
31
$7.15M 0.89%
17,490
-482
32
$7.11M 0.88%
162,301
-180,523
33
$7.09M 0.88%
472,138
+92,102
34
$7.04M 0.88%
84,780
-84,710
35
$6.46M 0.8%
164,673
+598
36
$6.01M 0.75%
54,423
-90,567
37
$5.8M 0.72%
50,406
+5,188
38
$5.79M 0.72%
202,407
+4,453
39
$5.71M 0.71%
72,973
+16,791
40
$5.68M 0.71%
44,679
-279
41
$5.57M 0.69%
71,724
+55,730
42
$5.53M 0.69%
144,978
+20,269
43
$5.45M 0.68%
164,385
+21,566
44
$5.44M 0.68%
124,479
+40,836
45
$5.33M 0.66%
12,418
-228
46
$5.13M 0.64%
57,540
-2,229
47
$4.95M 0.62%
45,145
-1,704
48
$4.81M 0.6%
23,144
-4,583
49
$4.76M 0.59%
106,600
-271
50
$4.75M 0.59%
42,752
+5,199
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