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
126
$934K 0.11%
10,171
+8
127
$906K 0.11%
11,054
+986
128
$896K 0.11%
10,155
+564
129
$893K 0.11%
20,280
-800
130
$893K 0.11%
13,650
-2,871
131
$872K 0.1%
43,257
-913
132
$872K 0.1%
2,702
-586
133
$870K 0.1%
16,915
-207
134
$869K 0.1%
22,532
-1,556
135
$868K 0.1%
15,216
+1,241
136
$861K 0.1%
6,518
-842
137
$855K 0.1%
22,978
-8,481
138
$852K 0.1%
13,496
-1,886
139
$819K 0.1%
7,905
+1,292
140
$813K 0.1%
15,030
-2,725
141
$801K 0.1%
18,762
+493
142
$797K 0.09%
3,000
143
$777K 0.09%
8,235
-426
144
$768K 0.09%
3,635
+963
145
$763K 0.09%
27,010
+6,491
146
$749K 0.09%
10,100
-3,400
147
$701K 0.08%
1,446
-64
148
$684K 0.08%
13,984
149
$665K 0.08%
56,696
+11,752
150
$654K 0.08%
13,032
-111
4 5
6
7 8