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
101
$1.49M 0.18%
21,176
-3,477
102
$1.47M 0.18%
3,007
+420
103
$1.47M 0.17%
7,927
-270
104
$1.37M 0.16%
6,510
-1,492
105
$1.3M 0.15%
36,220
+7,819
106
$1.29M 0.15%
2,481
-231
107
$1.28M 0.15%
25,123
+18,585
108
$1.28M 0.15%
47,410
+20,994
109
$1.26M 0.15%
1,751
-197
110
$1.25M 0.15%
4,166
-172
111
$1.21M 0.14%
2,256
-439
112
$1.2M 0.14%
13,506
+1,233
113
$1.18M 0.14%
14,528
-192
114
$1.15M 0.14%
5,542
-143
115
$1.14M 0.14%
3,905
+2,449
116
$1.13M 0.14%
21,163
-489
117
$1.07M 0.13%
23,191
+10,971
118
$1.05M 0.12%
14,371
-250
119
$1.05M 0.12%
36,750
-13,044
120
$1.03M 0.12%
4,207
-1,747
121
$1.02M 0.12%
10,665
-576
122
$1M 0.12%
15,994
+6,130
123
$983K 0.12%
10,703
+768
124
$963K 0.11%
6,980
-2,255
125
$939K 0.11%
16,893
-414
3 4
5
6 7