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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$96K 0.01%
1,692
+136
227
$96K 0.01%
1,600
228
$93K 0.01%
5,237
-5,649
229
$92K 0.01%
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230
$92K 0.01%
341
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231
$92K 0.01%
+1,350
232
$91K 0.01%
827
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233
$88K 0.01%
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234
$87K 0.01%
1,375
235
$84K 0.01%
5,892
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236
$83K 0.01%
1,350
237
$83K 0.01%
500
238
$81K 0.01%
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239
$79K 0.01%
538
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240
$74K 0.01%
734
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241
$73K 0.01%
1,136
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242
$71K 0.01%
320
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243
$71K 0.01%
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244
$71K 0.01%
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245
$69K 0.01%
2,270
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246
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1,093
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247
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1,911
248
$68K 0.01%
530
249
$67K 0.01%
1,068
250
$67K 0.01%
1,075
-33
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