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
126
$868K 0.1%
2,251
-167
127
$840K 0.1%
16,320
+9,451
128
$827K 0.1%
1,387
-1,732
129
$822K 0.1%
+35,500
130
$818K 0.1%
6,930
-3,525
131
$801K 0.1%
39,181
-21,847
132
$795K 0.1%
6,852
-1,481
133
$794K 0.09%
4,445
-830
134
$793K 0.09%
3,310
-1,526
135
$759K 0.09%
3,070
-661
136
$757K 0.09%
4,207
+735
137
$751K 0.09%
24,907
+4,951
138
$743K 0.09%
18,933
-23,126
139
$742K 0.09%
6,889
+2,084
140
$741K 0.09%
11,696
-184
141
$729K 0.09%
13,984
142
$714K 0.09%
1,228
-410
143
$696K 0.08%
7,611
+769
144
$674K 0.08%
2,250
145
$665K 0.08%
2,430
-263
146
$649K 0.08%
4,474
-52
147
$643K 0.08%
2,660
+1,001
148
$634K 0.08%
53,199
-3,009
149
$616K 0.07%
11,844
150
$612K 0.07%
2,786
-7
4 5
6
7 8