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
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.57M
3
+$2.63M
4
DOCS icon
Doximity
DOCS
+$2.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.58M

Top Sells

1
+$12.9M
2
+$9.39M
3
+$7.38M
4
PFE icon
Pfizer
PFE
+$6.33M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.86M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$54K 0.01%
250
-475
252
$51K 0.01%
1,700
-2,652
253
$47K 0.01%
2,165
254
$46K 0.01%
300
-149
255
$45K 0.01%
4,075
256
$44K 0.01%
500
257
$42K 0.01%
260
-130
258
$42K 0.01%
1,750
259
$41K 0.01%
350
260
$41K 0.01%
1,800
261
$41K 0.01%
1,565
262
$40K ﹤0.01%
114
263
$40K ﹤0.01%
135
+12
264
$38K ﹤0.01%
553
-40
265
$37K ﹤0.01%
3,000
-250
266
$37K ﹤0.01%
350
267
$36K ﹤0.01%
150
268
$36K ﹤0.01%
696
269
$35K ﹤0.01%
350
270
$35K ﹤0.01%
648
271
$35K ﹤0.01%
596
272
$34K ﹤0.01%
197
-15
273
$34K ﹤0.01%
155
274
$33K ﹤0.01%
503
-516
275
$33K ﹤0.01%
500
-75
9 10
11
12 13