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
101
$1.36M 0.16%
12,533
-8,086
102
$1.29M 0.15%
7,580
-347
103
$1.27M 0.15%
13,408
-939
104
$1.22M 0.15%
18,959
-2,835
105
$1.15M 0.14%
22,592
+15,560
106
$1.15M 0.14%
1,735
-537
107
$1.13M 0.14%
7,845
-9,715
108
$1.1M 0.13%
13,175
-610
109
$1.1M 0.13%
30,855
-13,500
110
$1.09M 0.13%
23,191
111
$1.09M 0.13%
10,335
-5,020
112
$1.09M 0.13%
56,421
-3,386
113
$1.08M 0.13%
7,306
-8,560
114
$1.04M 0.12%
14,371
115
$1.03M 0.12%
10,665
116
$987K 0.12%
2,028
117
$982K 0.12%
16,716
118
$951K 0.11%
13,000
119
$941K 0.11%
12,021
+379
120
$936K 0.11%
3,000
121
$934K 0.11%
4,456
-141
122
$913K 0.11%
16,812
123
$903K 0.11%
18,343
-4,856
124
$873K 0.1%
1,645
-965
125
$871K 0.1%
2,582
-2,210
3 4
5
6 7