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
101
$1.47M 0.18%
19,439
102
$1.45M 0.18%
42,059
+5,839
103
$1.43M 0.18%
16,896
+3,390
104
$1.43M 0.18%
1,734
-17
105
$1.4M 0.17%
4,792
-18
106
$1.39M 0.17%
21,467
+291
107
$1.38M 0.17%
29,812
-2,600
108
$1.36M 0.17%
14,347
+3,644
109
$1.34M 0.17%
7,927
110
$1.32M 0.16%
2,610
+129
111
$1.28M 0.16%
2,272
+16
112
$1.25M 0.15%
13,785
-743
113
$1.23M 0.15%
21,794
+6,578
114
$1.23M 0.15%
61,028
-37,860
115
$1.12M 0.14%
59,807
-36,896
116
$1.12M 0.14%
10,455
-3,755
117
$1.12M 0.14%
5,825
-685
118
$1.1M 0.14%
4,836
+629
119
$1.06M 0.13%
49,792
120
$1.02M 0.13%
23,191
121
$998K 0.12%
8,333
+428
122
$997K 0.12%
14,371
123
$948K 0.12%
23,199
+4,437
124
$920K 0.11%
10,665
125
$898K 0.11%
11,144
+989
3 4
5
6 7