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
$804M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$4.33M
3
+$4.33M
4
CCI icon
Crown Castle
CCI
+$3.58M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.57M

Top Sells

1
+$10M
2
+$7.9M
3
+$7.04M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.29M
5
KEY icon
KeyCorp
KEY
+$2.93M

Sector Composition

1 Technology 11.85%
2 Healthcare 10.18%
3 Financials 6.04%
4 Energy 4.87%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$279K 0.03%
3,163
+186
202
$279K 0.03%
1,931
-380
203
$275K 0.03%
4,196
-2,725
204
$271K 0.03%
617
205
$269K 0.03%
21,664
206
$269K 0.03%
3,075
+355
207
$268K 0.03%
3,023
+510
208
$265K 0.03%
+1,100
209
$259K 0.03%
12,192
-11,381
210
$255K 0.03%
+2,800
211
$252K 0.03%
2,853
-506
212
$249K 0.03%
3,430
+610
213
$244K 0.03%
5,665
-1,913
214
$240K 0.03%
3,240
-940
215
$238K 0.03%
3,308
216
$238K 0.03%
1,141
-889
217
$237K 0.03%
2,270
218
$236K 0.03%
+5,580
219
$232K 0.03%
+2,341
220
$230K 0.03%
2,149
-510
221
$224K 0.03%
6,063
-379
222
$220K 0.03%
6,769
-101
223
$219K 0.03%
2,710
+159
224
$219K 0.03%
20,137
+7,722
225
$218K 0.03%
1,462
-685
6 7 8
9
10