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
51
$4.73M 0.59%
32,444
+1,582
52
$4.39M 0.55%
53,713
-10,289
53
$4.34M 0.54%
105,116
+54,240
54
$4.27M 0.53%
102,776
+3,798
55
$4.09M 0.51%
149,277
+5,846
56
$4.04M 0.5%
68,091
+6,576
57
$3.92M 0.49%
143,111
-27,482
58
$3.87M 0.48%
10,237
-2,808
59
$3.83M 0.48%
107,619
-7,809
60
$3.71M 0.46%
13,948
+366
61
$3.67M 0.46%
53,239
+520
62
$3.64M 0.45%
22,871
+12,490
63
$3.62M 0.45%
41,725
-865
64
$3.58M 0.44%
+38,848
65
$3.48M 0.43%
80,080
-1,850
66
$3.08M 0.38%
13,370
+128
67
$3M 0.37%
17,001
-144
68
$2.76M 0.34%
172,714
-52,587
69
$2.69M 0.33%
17,560
-425
70
$2.68M 0.33%
27,707
-588
71
$2.65M 0.33%
13,029
-1,306
72
$2.64M 0.33%
11,764
+521
73
$2.62M 0.33%
17,287
+178
74
$2.59M 0.32%
115,839
-22,390
75
$2.54M 0.32%
8,414
-853
1 2
3
4 5