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
51
$4.7M 0.56%
56,182
+25,656
52
$4.68M 0.56%
30,862
+1,024
53
$4.47M 0.53%
37,553
-6,697
54
$4.37M 0.52%
473,407
+96,571
55
$4.19M 0.5%
+98,978
56
$4.03M 0.48%
42,590
-33
57
$3.86M 0.46%
83,643
+24,441
58
$3.86M 0.46%
115,428
-175,243
59
$3.82M 0.46%
52,719
+7,010
60
$3.75M 0.45%
61,515
+10,335
61
$3.74M 0.45%
13,582
-1,977
62
$3.66M 0.44%
177,746
-54,453
63
$3.6M 0.43%
225,301
-32,222
64
$3.47M 0.41%
81,930
-2,800
65
$3.21M 0.38%
17,145
-7,417
66
$3.14M 0.37%
13,242
-1,582
67
$3.08M 0.37%
28,295
-1,075
68
$3.08M 0.37%
138,229
-40,877
69
$2.94M 0.35%
166,648
-44,405
70
$2.93M 0.35%
14,335
-2,201
71
$2.88M 0.34%
9,267
-1,090
72
$2.73M 0.33%
11,243
-1,630
73
$2.71M 0.32%
15,585
-813
74
$2.7M 0.32%
17,109
-1,915
75
$2.48M 0.3%
5,597
+49
1 2
3
4 5