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
51
$5.1M 0.59%
+459,216
52
$5.08M 0.59%
36,419
-1,468
53
$5.08M 0.59%
94,290
-39,486
54
$5.07M 0.59%
105,923
-35,334
55
$5.07M 0.59%
34,410
-21,477
56
$4.99M 0.58%
153,409
-5,286
57
$4.96M 0.58%
13,201
+242
58
$4.83M 0.56%
44,867
-4,571
59
$4.52M 0.53%
43,804
+1,186
60
$4.44M 0.52%
25,625
+2,429
61
$4.26M 0.5%
20,607
-965
62
$3.92M 0.46%
25,153
+3,134
63
$3.89M 0.45%
62,121
+19,225
64
$3.81M 0.44%
45,549
-5,604
65
$3.62M 0.42%
95,136
-3,169
66
$3.31M 0.39%
11,662
67
$3.29M 0.38%
27,087
+677
68
$3.25M 0.38%
27,694
+1,129
69
$3.19M 0.37%
16,790
-187
70
$3.13M 0.36%
3,538
-808
71
$3.06M 0.36%
5,336
-62
72
$2.99M 0.35%
27,442
+3,924
73
$2.9M 0.34%
274,433
+128,256
74
$2.71M 0.32%
12,011
-30
75
$2.64M 0.31%
44,399
-1,127
1 2
3
4 5