1IA

1834 Investment Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$797M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.78M
3
+$2.31M
4
PCAR icon
PACCAR
PCAR
+$1.71M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.35M

Top Sells

1
+$4.57M
2
+$2.49M
3
+$2.38M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.14M
5
CCI icon
Crown Castle
CCI
+$2M

Sector Composition

1 Technology 11.57%
2 Financials 8.35%
3 Healthcare 6.87%
4 Consumer Staples 6.16%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PINS icon
151
Pinterest
PINS
$11.4B
$629K 0.08%
24,287
-801
BSX icon
152
Boston Scientific
BSX
$114B
$624K 0.08%
6,545
VEEV icon
153
Veeva Systems
VEEV
$29.9B
$595K 0.07%
2,664
-70
TAP icon
154
Molson Coors Class B
TAP
$9.21B
$579K 0.07%
12,408
-1,889
VGT icon
155
Vanguard Information Technology ETF
VGT
$109B
$579K 0.07%
768
MRVL icon
156
Marvell Technology
MRVL
$69.2B
$569K 0.07%
+6,699
FPE icon
157
First Trust Preferred Securities and Income ETF
FPE
$6.47B
$566K 0.07%
31,078
-1,119
INTC icon
158
Intel
INTC
$228B
$554K 0.07%
15,009
-2,487
EMR icon
159
Emerson Electric
EMR
$84.7B
$527K 0.07%
3,970
RMD icon
160
ResMed
RMD
$37.3B
$527K 0.07%
2,187
+103
CB icon
161
Chubb
CB
$133B
$527K 0.07%
1,687
-66
SHM icon
162
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
$526K 0.07%
10,957
ITM icon
163
VanEck Intermediate Muni ETF
ITM
$2.22B
$526K 0.07%
11,148
CAT icon
164
Caterpillar
CAT
$346B
$516K 0.06%
900
BRK.B icon
165
Berkshire Hathaway Class B
BRK.B
$1.09T
$486K 0.06%
966
+6
PYPL icon
166
PayPal
PYPL
$42.5B
$473K 0.06%
8,104
-128
SLB icon
167
SLB Ltd
SLB
$76.8B
$470K 0.06%
12,237
-91
GIS icon
168
General Mills
GIS
$24.1B
$465K 0.06%
+10,005
DHR icon
169
Danaher
DHR
$149B
$455K 0.06%
1,988
-53
IP icon
170
International Paper
IP
$23B
$453K 0.06%
11,500
APD icon
171
Air Products & Chemicals
APD
$61.4B
$448K 0.06%
1,815
VRP icon
172
Invesco Variable Rate Preferred ETF
VRP
$2.42B
$426K 0.05%
17,492
+37
COP icon
173
ConocoPhillips
COP
$139B
$396K 0.05%
4,235
-4,091
RTX icon
174
RTX Corp
RTX
$272B
$394K 0.05%
2,150
CCK icon
175
Crown Holdings
CCK
$13B
$384K 0.05%
+3,729
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