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
176
$447K 0.05%
10,491
177
$442K 0.05%
1,864
178
$438K 0.05%
499
-1,235
179
$435K 0.05%
22,382
180
$429K 0.05%
16,441
-12,739
181
$406K 0.05%
21,570
182
$386K 0.05%
3,382
183
$380K 0.05%
9,716
-11,018
184
$372K 0.04%
768
185
$371K 0.04%
7,128
-5,921
186
$369K 0.04%
1,916
+22
187
$358K 0.04%
31,444
+11,307
188
$354K 0.04%
2,166
-575
189
$343K 0.04%
3,573
-2,988
190
$343K 0.04%
1,159
-462
191
$334K 0.04%
7,728
-1,167
192
$332K 0.04%
3,351
+276
193
$328K 0.04%
4,275
-518
194
$324K 0.04%
22,525
-178,762
195
$322K 0.04%
3,163
196
$304K 0.04%
9,263
197
$298K 0.04%
3,010
-13
198
$295K 0.04%
2,425
199
$294K 0.04%
1,164
200
$293K 0.04%
3,430
6 7
8
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