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
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.62M
3
+$5.39M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.58M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.83M

Top Sells

1
+$7.62M
2
+$7.2M
3
+$6.02M
4
IP icon
International Paper
IP
+$5.42M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.14M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$66K 0.01%
880
-611
252
$66K 0.01%
1,093
253
$66K 0.01%
922
254
$66K 0.01%
768
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255
$65K 0.01%
360
+200
256
$64K 0.01%
400
257
$64K 0.01%
1,200
-100
258
$64K 0.01%
1,774
-547
259
$62K 0.01%
738
260
$62K 0.01%
2,900
261
$61K 0.01%
+3,600
262
$60K 0.01%
2,146
+1
263
$60K 0.01%
700
264
$57K 0.01%
1,495
265
$57K 0.01%
759
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266
$56K 0.01%
1,000
267
$56K 0.01%
506
+262
268
$55K 0.01%
328
269
$52K 0.01%
1,106
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270
$52K 0.01%
550
271
$50K 0.01%
951
272
– –
0
273
$49K 0.01%
255
274
$49K 0.01%
1,009
-227
275
$47K 0.01%
1,750
9 10
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