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
$835M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.9M
3
+$7.67M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.84M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.39M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.06M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.53M

Sector Composition

1 Technology 13.84%
2 Healthcare 8.99%
3 Financials 5.74%
4 Consumer Staples 5.21%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.3%
16,398
-225
77
$2.35M 0.28%
84,730
+50,720
78
$2.34M 0.28%
17,832
+1,282
79
$2.33M 0.28%
17,991
-809
80
$2.27M 0.27%
5,548
+121
81
$2.24M 0.27%
+22,416
82
$2.23M 0.27%
6,480
+1,788
83
$2.22M 0.27%
22,676
+6,091
84
$2.14M 0.26%
111,637
-159,961
85
$2.02M 0.24%
34,023
-11,759
86
$1.95M 0.23%
38,910
-415
87
$1.89M 0.23%
4,120
88
$1.88M 0.22%
+20,190
89
$1.86M 0.22%
44,704
-605
90
$1.86M 0.22%
10,010
+4,308
91
$1.75M 0.21%
8,269
+4,207
92
$1.72M 0.21%
49,794
-16,807
93
$1.72M 0.21%
24,653
+1,156
94
$1.7M 0.2%
8,002
+1,075
95
$1.68M 0.2%
+14,865
96
$1.68M 0.2%
20,200
97
$1.63M 0.19%
+46,552
98
$1.62M 0.19%
1,176
99
$1.61M 0.19%
32,211
+20,000
100
$1.61M 0.19%
49,792
2 3
4
5 6