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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$62K 0.01%
1,585
+400
252
$62K 0.01%
+1,250
253
$61K 0.01%
5,450
+450
254
$60K 0.01%
268
255
$59K 0.01%
1,012
-899
256
$59K 0.01%
431
-1,480
257
$58K 0.01%
1,740
258
$52K 0.01%
718
-653
259
$51K 0.01%
300
260
$51K 0.01%
+1,995
261
$51K 0.01%
+672
262
$51K 0.01%
162
+100
263
$51K 0.01%
+899
264
$51K 0.01%
2,225
265
$50K 0.01%
+849
266
$50K 0.01%
720
-5,569
267
$49K 0.01%
33
268
$48K 0.01%
1,475
-152,818
269
$47K 0.01%
+306
270
$45K 0.01%
320
-129
271
$45K 0.01%
4,125
272
$44K 0.01%
+180
273
$44K 0.01%
1,400
274
$41K 0.01%
1,565
275
$40K 0.01%
2,165
9 10
11
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