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
201
$290K 0.03%
2,800
202
$289K 0.03%
617
203
$287K 0.03%
3,198
-258
204
$283K 0.03%
2,755
-485
205
$274K 0.03%
2,096
-53
206
$269K 0.03%
1,164
-761
207
$264K 0.03%
2,270
208
$261K 0.03%
345
-249
209
$257K 0.03%
+6,419
210
$256K 0.03%
1,100
211
$252K 0.03%
2,598
-255
212
$246K 0.03%
20,204
-1,460
213
$242K 0.03%
2,368
+27
214
$235K 0.03%
3,028
215
$235K 0.03%
1,853
-1,290
216
$232K 0.03%
1,495
-1,190
217
$231K 0.03%
2,942
-366
218
$230K 0.03%
951
-614
219
$228K 0.03%
+2,708
220
$227K 0.03%
5,482
-581
221
$222K 0.03%
2,710
222
$211K 0.03%
+1,361
223
$205K 0.02%
+5,100
224
$202K 0.02%
+1,914
225
$142K 0.02%
+34,203
6 7 8
9
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