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
$859M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.1M
3
+$4.34M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.29M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.85M

Top Sells

1
+$5.6M
2
+$4.07M
3
+$3.61M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.39M
5
AAPL icon
Apple
AAPL
+$3.2M

Sector Composition

1 Technology 10.42%
2 Financials 8.72%
3 Healthcare 7.29%
4 Consumer Staples 5.47%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$410K 0.05%
1,049
177
$409K 0.05%
1,586
+147
178
$403K 0.05%
4,995
-3,015
179
$393K 0.05%
9,716
180
$387K 0.05%
1,429
-1,286
181
$380K 0.04%
4,259
-3,949
182
$374K 0.04%
9,414
-8,099
183
$355K 0.04%
2,884
+194
184
$344K 0.04%
748
-50
185
$339K 0.04%
3,273
-1,052
186
$336K 0.04%
9,957
+168
187
$335K 0.04%
3,267
+267
188
$329K 0.04%
39,890
+2,066
189
$328K 0.04%
2,708
190
$323K 0.04%
4,483
+276
191
$317K 0.04%
5,562
+1,212
192
$316K 0.04%
599
193
$310K 0.04%
+1,728
194
$305K 0.04%
16,684
-10,775
195
$304K 0.04%
1,100
196
$298K 0.03%
6,547
+39
197
$286K 0.03%
+10,698
198
$280K 0.03%
1,810
199
$278K 0.03%
+3,579
200
$274K 0.03%
3,819
-5,177
5 6 7
8
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