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
76
$2.53M 0.31%
4,704
+150
77
$2.44M 0.3%
8,112
+3
78
$2.39M 0.3%
115,473
-62,273
79
$2.33M 0.29%
5,446
-151
80
$2.24M 0.28%
13,653
-1,932
81
$2.24M 0.28%
133,137
-33,511
82
$2.17M 0.27%
201,287
-272,120
83
$2.16M 0.27%
16,814
-692
84
$2.07M 0.26%
7,874
+3,969
85
$2M 0.25%
39,689
+14,566
86
$1.98M 0.25%
74,044
+26,634
87
$1.95M 0.24%
39,140
-435
88
$1.95M 0.24%
20,619
+46
89
$1.92M 0.24%
32,393
90
$1.89M 0.24%
17,122
+4,865
91
$1.86M 0.23%
15,866
-2,446
92
$1.78M 0.22%
17,351
-1,359
93
$1.76M 0.22%
1,176
94
$1.65M 0.21%
3,616
-15
95
$1.63M 0.2%
15,355
-50
96
$1.61M 0.2%
32,211
97
$1.59M 0.2%
3,119
+112
98
$1.58M 0.2%
10,320
+3,802
99
$1.58M 0.2%
44,355
-170
100
$1.56M 0.19%
38,072
-4,203
2 3
4
5 6