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
1
$42.7M 5.1%
732,261
+24,014
2
$40.1M 4.79%
534,167
-6,397
3
$39.2M 4.68%
225,539
-5,291
4
$28.8M 3.44%
372,615
+27,117
5
$28M 3.34%
471,935
-59,764
6
$27.8M 3.32%
144,530
-14,769
7
$27.6M 3.29%
339,213
+2,179
8
$26.4M 3.15%
70,159
-6,374
9
$23.2M 2.77%
203,584
-12,006
10
$22M 2.63%
278,063
-8,274
11
$13.4M 1.6%
30,674
+2,716
12
$12.1M 1.45%
78,176
-9,299
13
$11.6M 1.39%
249,026
+37,432
14
$10.3M 1.23%
103,176
-1,027
15
$9.74M 1.16%
65,279
-3,008
16
$9.72M 1.16%
18,454
-3,574
17
$9.7M 1.16%
380,269
+3,480
18
$9.69M 1.16%
50,677
-2,366
19
$9.62M 1.15%
255,268
-20,707
20
$9.28M 1.11%
59,213
-2,329
21
$9.27M 1.11%
552,194
+80,056
22
$8.82M 1.05%
79,020
-5,760
23
$8.81M 1.05%
111,562
-4,699
24
$8.69M 1.04%
79,706
-1,519
25
$8.28M 0.99%
163,911
-6,304
1
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