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
$835M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.9M
3
+$7.67M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.84M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.39M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.06M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.53M

Sector Composition

1 Technology 13.84%
2 Healthcare 8.99%
3 Financials 5.74%
4 Consumer Staples 5.21%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$654K 0.08%
4,880
+2,592
152
$652K 0.08%
975
+671
153
$642K 0.08%
2,250
154
$631K 0.08%
+3,774
155
$620K 0.07%
10,692
-6,559
156
$611K 0.07%
7,010
+875
157
$606K 0.07%
+5,960
158
$603K 0.07%
+1,510
159
$600K 0.07%
+9,864
160
$599K 0.07%
+1,970
161
$594K 0.07%
9,654
+5,579
162
$589K 0.07%
2,572
+1,302
163
$584K 0.07%
21,943
-11,511
164
$573K 0.07%
3,612
+486
165
$568K 0.07%
12,220
+1,041
166
$564K 0.07%
20,519
+6,675
167
$559K 0.07%
+9,315
168
$553K 0.07%
+20,775
169
$552K 0.07%
+2,830
170
$545K 0.07%
4,062
+847
171
$543K 0.07%
31,572
-188
172
$542K 0.06%
+2,453
173
$538K 0.06%
11,844
174
$534K 0.06%
2,672
-2,562
175
$515K 0.06%
16,010
5 6
7
8 9