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
$839M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.19M
3
+$3.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.01M
5
MMM icon
3M
MMM
+$2.15M

Top Sells

1
+$8.74M
2
+$5.86M
3
+$5.34M
4
CSCO icon
Cisco
CSCO
+$3.13M
5
AVGO icon
Broadcom
AVGO
+$2.55M

Sector Composition

1 Technology 13.02%
2 Healthcare 9.62%
3 Financials 6.16%
4 Consumer Staples 4.24%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$650K 0.08%
6,561
-762
152
$647K 0.08%
12,357
-166,797
153
$634K 0.08%
4,578
-302
154
$627K 0.07%
10,418
-1,030
155
$611K 0.07%
12,427
-1,037
156
$606K 0.07%
3,664
+52
157
$600K 0.07%
6,635
-375
158
$597K 0.07%
2,677
+224
159
$588K 0.07%
8,237
-967
160
$584K 0.07%
3,487
-1,020
161
$566K 0.07%
4,228
-13,604
162
$554K 0.07%
20,339
-436
163
$550K 0.07%
2,675
-155
164
$540K 0.06%
16,010
165
$529K 0.06%
2,022
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166
$527K 0.06%
11,844
167
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1
168
$514K 0.06%
5,252
-128
169
$509K 0.06%
1,493
170
$499K 0.06%
23,573
-47,161
171
$498K 0.06%
25,673
-5,899
172
$494K 0.06%
4,075
-1,885
173
$469K 0.06%
1,745
-225
174
$461K 0.05%
3,339
-723
175
$451K 0.05%
3,730
-250
5 6
7
8 9