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
126
$859K 0.11%
13,000
+2,900
127
$855K 0.11%
20,734
-2,244
128
$849K 0.11%
4,597
-945
129
$838K 0.1%
16,716
-177
130
$826K 0.1%
4,075
+440
131
$824K 0.1%
5,275
-1,705
132
$809K 0.1%
11,642
+588
133
$794K 0.1%
15,030
134
$793K 0.1%
16,812
-103
135
$782K 0.1%
2,418
-284
136
$766K 0.1%
20,280
137
$765K 0.1%
3,000
138
$763K 0.09%
2,693
-1,473
139
$761K 0.09%
13,049
+622
140
$751K 0.09%
1,638
+192
141
$741K 0.09%
56,208
-488
142
$729K 0.09%
9,772
+1,535
143
$714K 0.09%
10,501
-2,995
144
$700K 0.09%
11,880
-1,770
145
$684K 0.09%
13,984
146
$683K 0.09%
3,731
+1,866
147
$674K 0.08%
13,523
+491
148
$649K 0.08%
29,180
-7,570
149
$646K 0.08%
19,586
-2,946
150
$641K 0.08%
6,635
4 5
6
7 8