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
$835M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.9M
3
+$7.67M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.84M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.39M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.06M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.53M

Sector Composition

1 Technology 13.84%
2 Healthcare 8.99%
3 Financials 5.74%
4 Consumer Staples 5.21%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$961K 0.12%
28,401
+7,267
127
$948K 0.11%
+4,507
128
$933K 0.11%
10,163
-3,336
129
$933K 0.11%
+9,935
130
$928K 0.11%
+15,382
131
$917K 0.11%
44,170
-1,865
132
$909K 0.11%
9,591
+3,403
133
$888K 0.11%
+17,755
134
$884K 0.11%
24,088
-1,814
135
$863K 0.1%
17,122
-3,247
136
$810K 0.1%
153,941
+83,534
137
$788K 0.09%
+10,068
138
$778K 0.09%
+13,975
139
$763K 0.09%
7,323
-1,529
140
$728K 0.09%
21,080
+60
141
$717K 0.09%
+8,661
142
$710K 0.09%
11,448
+634
143
$683K 0.08%
+18,269
144
$679K 0.08%
13,984
145
$674K 0.08%
3,000
146
$673K 0.08%
+26,416
147
$664K 0.08%
13,143
+507
148
$661K 0.08%
+13,464
149
$661K 0.08%
+9,204
150
$656K 0.08%
6,613
+2,997
4 5
6
7 8