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
76
$2.53M 0.3%
72,490
-1,554
77
$2.46M 0.29%
17,275
+153
78
$2.46M 0.29%
49,610
-30,470
79
$2.32M 0.28%
12,041
-1,612
80
$2.31M 0.28%
15,696
-1,655
81
$2.3M 0.27%
10,324
-12,820
82
$2.28M 0.27%
135,143
-37,571
83
$2.15M 0.26%
38,865
-275
84
$2.05M 0.25%
38,159
-1,530
85
$2.05M 0.24%
15,026
-1,788
86
$1.95M 0.23%
5,514
-2,598
87
$1.91M 0.23%
56,635
-86,476
88
$1.82M 0.22%
3,586
-30
89
$1.82M 0.22%
87,103
-28,370
90
$1.77M 0.21%
1,176
91
$1.72M 0.21%
28,843
-3,550
92
$1.72M 0.21%
19,430
-9
93
$1.71M 0.2%
8,538
-8,463
94
$1.66M 0.2%
96,644
-36,493
95
$1.5M 0.18%
30,024
-2,187
96
$1.49M 0.18%
21,254
-213
97
$1.45M 0.17%
5,577
-248
98
$1.42M 0.17%
29,812
99
$1.42M 0.17%
33,710
-4,362
100
$1.4M 0.17%
49,792
2 3
4
5 6