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
$859M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.1M
3
+$4.34M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.29M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.85M

Top Sells

1
+$5.6M
2
+$4.07M
3
+$3.61M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.39M
5
AAPL icon
Apple
AAPL
+$3.2M

Sector Composition

1 Technology 10.42%
2 Financials 8.72%
3 Healthcare 7.29%
4 Consumer Staples 5.47%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.65M 1.01%
169,437
-13,364
27
$8.54M 0.99%
135,781
-3,395
28
$8.41M 0.98%
350,979
-4,038
29
$8.05M 0.94%
70,929
-946
30
$7.92M 0.92%
47,744
-1,301
31
$7.87M 0.92%
81,852
-604
32
$7.81M 0.91%
48,197
-4,534
33
$7.75M 0.9%
217,646
+122,059
34
$7.55M 0.88%
91,081
+10,351
35
$7.29M 0.85%
117,509
+25,912
36
$6.83M 0.8%
118,224
+2,772
37
$6.72M 0.78%
11,658
-134
38
$6.58M 0.77%
11,256
-1,861
39
$6.51M 0.76%
122,290
-14,617
40
$6.49M 0.76%
45,697
+599
41
$6.45M 0.75%
540,388
+48,596
42
$6.36M 0.74%
36,844
-8,826
43
$6.13M 0.71%
102,347
-1,489
44
$5.8M 0.67%
106,079
-10,634
45
$5.77M 0.67%
27,372
-1,945
46
$5.65M 0.66%
+66,808
47
$5.55M 0.65%
32,651
+802
48
$5.45M 0.63%
223,013
+77,733
49
$5.34M 0.62%
14,688
-4,229
50
$5.15M 0.6%
27,614
-698
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