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
176
$450K 0.05%
6,921
-3,771
177
$447K 0.05%
1,210
+78
178
$439K 0.05%
+1,865
179
$437K 0.05%
25,580
+2,721
180
$427K 0.05%
1,400
-850
181
$426K 0.05%
22,382
182
$420K 0.05%
10,491
-1,855
183
$417K 0.05%
1,696
-876
184
$415K 0.05%
1,886
+106
185
$410K 0.05%
3,662
-200
186
$405K 0.05%
+1,000
187
$394K 0.05%
22,566
188
$391K 0.05%
2,311
-1,463
189
$391K 0.05%
2,030
+788
190
$374K 0.04%
2,147
+585
191
$373K 0.04%
843
192
$373K 0.04%
539
-436
193
$363K 0.04%
3,382
194
$351K 0.04%
3,211
+672
195
$349K 0.04%
+14,406
196
$346K 0.04%
7,578
+2,052
197
$345K 0.04%
1,500
+178
198
$332K 0.04%
1,348
+441
199
$331K 0.04%
4,180
-5,135
200
$328K 0.04%
21,664
6 7
8
9 10