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
$585M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.22M
3
+$4.26M
4
TNL icon
Travel + Leisure Co
TNL
+$4.11M
5
IBM icon
IBM
IBM
+$3.99M

Top Sells

1
+$9.01M
2
+$7.27M
3
+$6.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M
5
WFC icon
Wells Fargo
WFC
+$5.75M

Sector Composition

1 Technology 9.95%
2 Financials 7.28%
3 Healthcare 7.02%
4 Industrials 6.37%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$66K 0.01%
1,091
252
$64K 0.01%
938
-460
253
$64K 0.01%
255
254
$63K 0.01%
2,052
+9
255
$63K 0.01%
2,500
256
$62K 0.01%
400
257
$62K 0.01%
1,350
258
$61K 0.01%
405
259
$61K 0.01%
738
260
– –
0
261
$59K 0.01%
1,300
262
$56K 0.01%
1,390
-1,200
263
$55K 0.01%
1,400
264
$55K 0.01%
1,740
-860
265
$55K 0.01%
4,000
266
$54K 0.01%
720
-108
267
$54K 0.01%
637
+337
268
$53K 0.01%
300
269
$53K 0.01%
2,847
270
$52K 0.01%
1,300
271
$52K 0.01%
1,543
+111
272
$52K 0.01%
500
273
$51K 0.01%
571
-611
274
$50K 0.01%
1,400
275
$49K 0.01%
1,650
9 10
11
12 13