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
126
$928K 0.11%
4,491
+35
127
$923K 0.11%
14,385
-1,176
128
$922K 0.11%
1,877
-525
129
$916K 0.11%
14,878
130
$886K 0.1%
7,775
+3
131
$884K 0.1%
5,174
-1,290
132
$860K 0.1%
8,167
+141
133
$851K 0.1%
11,844
134
$828K 0.1%
3,025
-274
135
$821K 0.1%
23,692
-1,574
136
$813K 0.09%
2,250
137
$809K 0.09%
7,887
-992
138
$782K 0.09%
24,154
+219
139
$761K 0.09%
8,665
-3,244
140
$755K 0.09%
11,454
+64
141
$744K 0.09%
5,475
-1,755
142
$677K 0.08%
14,421
143
$676K 0.08%
3,300
-880
144
$668K 0.08%
704
+17
145
$651K 0.08%
5,184
-1
146
$628K 0.07%
25,667
-5,475
147
$608K 0.07%
9,218
+715
148
$608K 0.07%
33,580
-10,931
149
$606K 0.07%
6,395
+479
150
$603K 0.07%
11,447
+147
4 5
6
7 8