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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$66K 0.01%
2,150
-66
252
$66K 0.01%
700
253
$64K 0.01%
4,703
254
$60K 0.01%
738
255
$54K 0.01%
693
256
$54K 0.01%
1,290
+876
257
$54K 0.01%
922
258
$54K 0.01%
668
+400
259
$52K 0.01%
1,276
+238
260
$52K 0.01%
495
-12
261
$51K 0.01%
255
262
$50K 0.01%
317
263
$49K 0.01%
1,034
264
$49K 0.01%
820
+80
265
$47K 0.01%
+255
266
$46K 0.01%
180
267
$45K 0.01%
127
+70
268
$44K 0.01%
549
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269
$44K 0.01%
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270
$44K 0.01%
1,215
271
$42K 0.01%
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272
$42K 0.01%
545
273
$41K 0.01%
400
274
$41K 0.01%
925
275
$41K 0.01%
215
+165
9 10
11
12 13