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
101
$1.38M 0.16%
+22,514
102
$1.35M 0.16%
9,863
-41,000
103
$1.33M 0.15%
11,338
+138
104
$1.31M 0.15%
1,477
-179
105
$1.29M 0.15%
55,197
-15,581
106
$1.29M 0.15%
7,702
+1,325
107
$1.26M 0.15%
11,405
-10,503
108
$1.24M 0.14%
21,910
+2,644
109
$1.17M 0.14%
4,826
+1,209
110
$1.17M 0.14%
13,022
-4,836
111
$1.17M 0.14%
12,755
-128
112
$1.15M 0.13%
3,000
113
$1.14M 0.13%
22,755
-5,690
114
$1.14M 0.13%
1,476
+136
115
$1.12M 0.13%
21,925
+650
116
$1.07M 0.12%
6,286
-568
117
$1.06M 0.12%
14,371
118
$1.04M 0.12%
6,969
+175
119
$1.04M 0.12%
1,686
-105
120
$1.03M 0.12%
1,997
+40
121
$1.01M 0.12%
16,847
-8,296
122
$1M 0.12%
3,419
-320
123
$984K 0.11%
12,600
-400
124
$948K 0.11%
8,808
-1,057
125
$945K 0.11%
5,758
-2,425
3 4
5
6 7