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
201
$325K 0.04%
1,646
-282
202
$301K 0.04%
3,359
-871
203
$294K 0.04%
406
+29
204
$289K 0.03%
1,164
-84
205
$288K 0.03%
+3,439
206
$287K 0.03%
2,786
207
$284K 0.03%
6,169
-917
208
$281K 0.03%
617
-241
209
$278K 0.03%
8,663
-112
210
$275K 0.03%
6,442
-440
211
$273K 0.03%
9,971
+903
212
$270K 0.03%
2,758
-51
213
$270K 0.03%
+790
214
$261K 0.03%
2,977
-297
215
$260K 0.03%
+2,820
216
$259K 0.03%
+2,513
217
$257K 0.03%
3,348
-886
218
$251K 0.03%
3,308
-106
219
$250K 0.03%
2,720
+254
220
$250K 0.03%
1,173
-88
221
$249K 0.03%
2,270
222
$247K 0.03%
2,659
-120
223
$237K 0.03%
6,328
+104
224
$230K 0.03%
6,870
-3,134
225
$221K 0.03%
3,028
6 7 8
9
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