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
$804M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$4.33M
3
+$4.33M
4
CCI icon
Crown Castle
CCI
+$3.58M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.57M

Top Sells

1
+$10M
2
+$7.9M
3
+$7.04M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.29M
5
KEY icon
KeyCorp
KEY
+$2.93M

Sector Composition

1 Technology 11.85%
2 Healthcare 10.18%
3 Financials 6.04%
4 Energy 4.87%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$629K 0.08%
9,085
+850
152
$628K 0.08%
6,842
-3,329
153
$621K 0.08%
11,640
-717
154
$615K 0.08%
2,250
+850
155
$599K 0.07%
6,561
156
$593K 0.07%
4,526
-52
157
$561K 0.07%
10,023
-395
158
$554K 0.07%
3,472
-192
159
$544K 0.07%
2,793
+118
160
$533K 0.07%
3,137
+460
161
$533K 0.07%
824
+285
162
$531K 0.07%
16,010
163
$522K 0.06%
30,218
+4,638
164
$515K 0.06%
19,956
-383
165
$505K 0.06%
1,443
-50
166
$505K 0.06%
11,844
167
$504K 0.06%
4,805
+1,143
168
$493K 0.06%
5,233
-19
169
$492K 0.06%
3,730
170
$473K 0.06%
24,446
-1,227
171
$443K 0.06%
1,621
-75
172
$438K 0.05%
1,223
+13
173
$428K 0.05%
3,936
-139
174
$424K 0.05%
1,925
+752
175
$419K 0.05%
22,382
5 6
7
8 9