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
201
$300K 0.04%
+3,502
202
$291K 0.03%
2,786
203
$286K 0.03%
1,322
+131
204
$285K 0.03%
1,248
-55
205
$285K 0.03%
8,775
+216
206
$284K 0.03%
3,518
-14,071
207
$282K 0.03%
+1,261
208
$278K 0.03%
+4,414
209
$275K 0.03%
2,809
210
$273K 0.03%
21,664
+2,500
211
$270K 0.03%
+2,692
212
$258K 0.03%
+1,562
213
$257K 0.03%
+377
214
$256K 0.03%
+1,318
215
$254K 0.03%
+3,414
216
$253K 0.03%
+7,374
217
$250K 0.03%
3,274
-920
218
$247K 0.03%
+1,192
219
$247K 0.03%
+9,068
220
$245K 0.03%
1,100
221
$244K 0.03%
+2,539
222
$244K 0.03%
2,779
-288
223
$242K 0.03%
3,140
224
$241K 0.03%
+1,242
225
$241K 0.03%
2,270
-40
6 7 8
9
10