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
$837M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.34M
3
+$3.11M
4
PSA icon
Public Storage
PSA
+$2.77M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.1M

Top Sells

1
+$3.55M
2
+$2.91M
3
+$2.85M
4
AAPL icon
Apple
AAPL
+$2.84M
5
KEY icon
KeyCorp
KEY
+$2.57M

Sector Composition

1 Technology 11.71%
2 Healthcare 9.3%
3 Financials 6.45%
4 Consumer Staples 4.09%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.09M 0.97%
27,300
27
$8.06M 0.96%
57,689
-11,366
28
$7.88M 0.94%
195,414
-1,686
29
$7.87M 0.94%
46,253
-6,654
30
$7.82M 0.93%
67,862
+29,014
31
$7.66M 0.91%
139,589
-8,584
32
$7.4M 0.88%
16,324
-1,166
33
$7.4M 0.88%
78,611
-820
34
$7.03M 0.84%
69,682
-2,042
35
$6.99M 0.83%
150,742
-11,559
36
$6.96M 0.83%
135,554
-6,682
37
$6.86M 0.82%
185,822
-16,585
38
$6.78M 0.81%
74,209
+1,236
39
$6.62M 0.79%
142,783
-2,195
40
$6.59M 0.79%
45,570
+2,818
41
$6.32M 0.76%
131,985
+7,506
42
$6.21M 0.74%
306,289
+276,071
43
$6.16M 0.74%
49,315
-1,091
44
$6.03M 0.72%
108,097
+5,321
45
$5.86M 0.7%
203,677
+39,292
46
$5.86M 0.7%
56,875
-665
47
$5.7M 0.68%
11,925
-493
48
$5.69M 0.68%
138,379
-26,294
49
$5.56M 0.66%
44,458
-687
50
$5.44M 0.65%
35,815
-8,864
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