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
$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
1
$38.8M 4.63%
551,017
-12,508
2
$38.8M 4.62%
240,498
-7,041
3
$36.5M 4.35%
633,105
+19,000
4
$34.6M 4.12%
589,334
+51,336
5
$31.4M 3.74%
161,672
-10,426
6
$26.5M 3.16%
77,951
-15,671
7
$24.9M 2.96%
232,065
-15,274
8
$22.6M 2.69%
298,054
+18,673
9
$22.5M 2.68%
299,910
-17,106
10
$18.4M 2.2%
233,354
+20,226
11
$16M 1.91%
144,990
-11,923
12
$15.8M 1.88%
342,824
+81,095
13
$14.7M 1.75%
169,490
-29,370
14
$11.5M 1.37%
85,199
+41,546
15
$11.2M 1.34%
23,403
-1,696
16
$11.1M 1.32%
103,293
+7,881
17
$10.5M 1.25%
58,999
-5,749
18
$10.5M 1.25%
63,447
-1,407
19
$10.4M 1.24%
66,269
+5,289
20
$10.2M 1.22%
275,368
-5,976
21
$9.2M 1.1%
363,772
+6,016
22
$9.15M 1.09%
176,752
-60,587
23
$9.1M 1.08%
142,307
+28,843
24
$9M 1.07%
61,898
-9,388
25
$8.88M 1.06%
196,023
+1,424
1
2 3 4 5