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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92K 0.01%
808
+678
227
$89K 0.01%
2,000
228
$89K 0.01%
850
229
$87K 0.01%
476
+226
230
$86K 0.01%
955
-67,289
231
$85K 0.01%
+490
232
$84K 0.01%
1,205
233
$83K 0.01%
1,068
234
$82K 0.01%
225
+73
235
$80K 0.01%
1,350
236
$77K 0.01%
2,150
237
$77K 0.01%
257
+107
238
$76K 0.01%
1,075
239
$72K 0.01%
316
240
$72K 0.01%
1,168
-6,394
241
$71K 0.01%
738
242
$70K 0.01%
+804
243
$69K 0.01%
700
244
$69K 0.01%
449
-1,210
245
$68K 0.01%
1,100
-275
246
$66K 0.01%
317
247
$65K 0.01%
493
248
$64K 0.01%
320
249
$63K 0.01%
+1,474
250
$63K 0.01%
2,043
+1,273
8 9
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