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
76
$2.45M 0.29%
17,985
-1,665
77
$2.34M 0.28%
18,312
-4,104
78
$2.33M 0.28%
8,109
-160
79
$2.32M 0.28%
17,506
-485
80
$2.14M 0.25%
4,554
-1,926
81
$2.13M 0.25%
18,710
-3,966
82
$2.07M 0.25%
39,575
+665
83
$2.05M 0.24%
20,573
-11,371
84
$1.99M 0.24%
98,888
-36,035
85
$1.92M 0.23%
32,393
-1,630
86
$1.87M 0.22%
10,381
+371
87
$1.83M 0.22%
15,405
-4,785
88
$1.83M 0.22%
96,703
-14,934
89
$1.83M 0.22%
50,876
+4,324
90
$1.75M 0.21%
42,275
-2,429
91
$1.74M 0.21%
3,631
-489
92
$1.69M 0.2%
49,792
93
$1.64M 0.2%
4,810
-332
94
$1.64M 0.2%
44,525
-4,595
95
$1.63M 0.19%
1,176
96
$1.62M 0.19%
19,439
-761
97
$1.62M 0.19%
12,257
+2,981
98
$1.61M 0.19%
32,211
99
$1.55M 0.18%
14,210
-655
100
$1.52M 0.18%
32,412
+89
2 3
4
5 6