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
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.57M
3
+$2.63M
4
DOCS icon
Doximity
DOCS
+$2.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.58M

Top Sells

1
+$12.9M
2
+$9.39M
3
+$7.38M
4
PFE icon
Pfizer
PFE
+$6.33M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.86M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$85K 0.01%
1,068
227
$83K 0.01%
1,185
-420
228
$83K 0.01%
700
229
$83K 0.01%
1,075
230
$82K 0.01%
1,375
231
$77K 0.01%
317
232
$77K 0.01%
515
-10
233
$77K 0.01%
268
-112
234
$76K 0.01%
3,073
235
$75K 0.01%
1,740
-208
236
$74K 0.01%
738
237
$73K 0.01%
493
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238
$69K 0.01%
152
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239
$69K 0.01%
882
-64
240
$68K 0.01%
300
-50
241
$63K 0.01%
272
242
$62K 0.01%
449
243
$62K 0.01%
150
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244
$62K 0.01%
300
245
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1,990
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246
$59K 0.01%
1,035
247
$55K 0.01%
1,400
248
$55K 0.01%
4,125
249
$55K 0.01%
2,225
250
$54K 0.01%
800
-240
8 9
10
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