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
176
$505K 0.06%
12,346
177
$501K 0.06%
+44,944
178
$487K 0.06%
5,380
-5
179
$466K 0.06%
1
180
$461K 0.06%
1,493
+63
181
$440K 0.05%
1,456
+351
182
$436K 0.05%
+3,862
183
$432K 0.05%
22,382
-1,424
184
$432K 0.05%
+22,859
185
$414K 0.05%
3,980
+900
186
$412K 0.05%
9,070
-7,363
187
$408K 0.05%
4,230
+432
188
$396K 0.05%
858
189
$388K 0.05%
+6,538
190
$364K 0.04%
22,566
+3,756
191
$363K 0.04%
1,132
-316
192
$363K 0.04%
1,780
193
$362K 0.04%
+4,234
194
$354K 0.04%
+1,928
195
$342K 0.04%
3,382
196
$340K 0.04%
10,004
-6,217
197
$337K 0.04%
6,882
-618
198
$332K 0.04%
+4,378
199
$332K 0.04%
7,086
-6,808
200
$325K 0.04%
843
6 7
8
9 10