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
51
$5.42M 0.65%
106,308
+1,192
52
$5.17M 0.62%
16,952
+9,078
53
$4.82M 0.58%
95,856
-11,763
54
$4.79M 0.57%
29,410
+19,090
55
$4.56M 0.54%
70,077
+1,986
56
$4.46M 0.53%
94,950
-11,650
57
$4.23M 0.51%
147,522
-1,755
58
$4.21M 0.5%
41,725
59
$4.18M 0.5%
9,764
-473
60
$4.18M 0.5%
13,787
-161
61
$4.1M 0.49%
27,989
-4,455
62
$3.96M 0.47%
52,554
-685
63
$3.93M 0.47%
35,679
-18,744
64
$3.85M 0.46%
22,560
-311
65
$3.07M 0.37%
12,489
-540
66
$3.03M 0.36%
27,532
-175
67
$2.96M 0.35%
11,734
-30
68
$2.85M 0.34%
17,268
-19
69
$2.72M 0.33%
7,850
-564
70
$2.72M 0.32%
28,948
+12,052
71
$2.64M 0.32%
28,285
-25,428
72
$2.63M 0.31%
113,855
-1,984
73
$2.59M 0.31%
4,446
-258
74
$2.58M 0.31%
5,419
-27
75
$2.56M 0.31%
9,815
-3,555
1 2
3
4 5