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
76
$2.5M 0.29%
23,662
-15,855
77
$2.5M 0.29%
6,167
-473
78
$2.44M 0.28%
20,124
-29,738
79
$2.43M 0.28%
39,060
+555
80
$2.41M 0.28%
15,578
-10,806
81
$2.34M 0.27%
9,477
-1,211
82
$2.31M 0.27%
+89,570
83
$2.17M 0.25%
49,792
84
$2.04M 0.24%
3,581
-5
85
$2M 0.23%
1,176
86
$1.98M 0.23%
10,041
-8,513
87
$1.95M 0.23%
29,604
+425
88
$1.93M 0.22%
12,506
-1,442
89
$1.88M 0.22%
8,518
-18
90
$1.74M 0.2%
18,137
+1,707
91
$1.72M 0.2%
3,011
-469
92
$1.63M 0.19%
16,766
-2,664
93
$1.58M 0.18%
7,884
+792
94
$1.53M 0.18%
35,316
+3,888
95
$1.52M 0.18%
5,536
-925
96
$1.48M 0.17%
5,548
+556
97
$1.45M 0.17%
29,023
98
$1.43M 0.17%
5,061
+3,187
99
$1.41M 0.16%
29,393
100
$1.38M 0.16%
8,075
-1,730
2 3
4
5 6