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
$837M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.34M
3
+$3.11M
4
PSA icon
Public Storage
PSA
+$2.77M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.1M

Top Sells

1
+$3.55M
2
+$2.91M
3
+$2.85M
4
AAPL icon
Apple
AAPL
+$2.84M
5
KEY icon
KeyCorp
KEY
+$2.57M

Sector Composition

1 Technology 11.71%
2 Healthcare 9.3%
3 Financials 6.45%
4 Consumer Staples 4.09%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$611K 0.07%
11,619
-21
152
$602K 0.07%
16,010
153
$596K 0.07%
+11,961
154
$591K 0.07%
10,023
155
$575K 0.07%
+7,079
156
$570K 0.07%
11,123
-2,400
157
$569K 0.07%
+21,431
158
$567K 0.07%
15,780
-3,806
159
$559K 0.07%
3,874
-62
160
$558K 0.07%
4,256
+67
161
$555K 0.07%
7,274
-1,811
162
$554K 0.07%
683
-141
163
$551K 0.07%
5,233
164
$526K 0.06%
3,730
165
$524K 0.06%
6,145
-4,356
166
$519K 0.06%
5,330
-1,305
167
$515K 0.06%
1,443
168
$514K 0.06%
3,558
+421
169
$509K 0.06%
6,615
-3,157
170
$508K 0.06%
24,157
-289
171
$491K 0.06%
1,865
-2,210
172
$481K 0.06%
5,712
-5,432
173
$477K 0.06%
8,245
-6,785
174
$473K 0.06%
1,155
-68
175
$471K 0.06%
12,728
-1,968
5 6
7
8 9