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
$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
1
$37.6M 4.5%
247,539
-3,069
2
$36M 4.31%
563,525
-4,997
3
$35.9M 4.31%
614,105
+99,782
4
$32.3M 3.86%
537,998
+35,463
5
$28.4M 3.4%
172,098
+20,538
6
$27M 3.23%
93,622
+9,272
7
$25.4M 3.04%
247,339
-24,615
8
$22.7M 2.72%
317,016
-29,975
9
$21.3M 2.55%
279,381
+70,732
10
$17.3M 2.08%
156,913
+148,459
11
$17.1M 2.05%
213,128
+11,197
12
$12.8M 1.53%
198,860
-66,450
13
$12.4M 1.49%
237,339
+14,912
14
$12.2M 1.46%
261,729
+234,544
15
$11.9M 1.42%
64,748
-1,351
16
$11.9M 1.42%
25,099
+3,239
17
$10.9M 1.31%
281,344
+46,549
18
$10.5M 1.25%
95,412
-21,413
19
$10.1M 1.2%
64,854
+2,382
20
$9.95M 1.19%
60,980
+8,286
21
$9.5M 1.14%
290,671
+28,597
22
$9.44M 1.13%
19,962
-137
23
$9.29M 1.11%
71,286
+2,082
24
$8.81M 1.05%
179,154
-3,825
25
$8.78M 1.05%
357,756
+30,070
1
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