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
$638M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.53M
3
+$9.1M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$7.53M
5
PEP icon
PepsiCo
PEP
+$7.24M

Top Sells

1
+$7.28M
2
+$7.07M
3
+$6.58M
4
FIS icon
Fidelity National Information Services
FIS
+$4.44M
5
MS icon
Morgan Stanley
MS
+$3.74M

Sector Composition

1 Technology 8.19%
2 Consumer Staples 6.04%
3 Healthcare 5.77%
4 Financials 5.7%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$69K 0.01%
+1,700
252
$68K 0.01%
1,078
-381
253
$68K 0.01%
2,847
254
$65K 0.01%
938
255
$65K 0.01%
2,057
+5
256
$63K 0.01%
1,281
-143,830
257
$63K 0.01%
1,093
+2
258
$63K 0.01%
768
+203
259
$63K 0.01%
400
-200
260
$62K 0.01%
300
-127
261
$62K 0.01%
750
+12
262
$61K 0.01%
1,350
263
$59K 0.01%
300
264
$59K 0.01%
1,390
265
$58K 0.01%
792
266
$57K 0.01%
1,300
267
$56K 0.01%
255
268
$55K 0.01%
405
269
$52K 0.01%
1,400
270
$51K 0.01%
1,197
+520
271
$51K 0.01%
720
272
$51K 0.01%
2,902
-2,371
273
$51K 0.01%
1,200
274
$50K 0.01%
1,740
275
$48K 0.01%
700
9 10
11
12 13