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
$585M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.22M
3
+$4.26M
4
TNL icon
Travel + Leisure Co
TNL
+$4.11M
5
IBM icon
IBM
IBM
+$3.99M

Top Sells

1
+$9.01M
2
+$7.27M
3
+$6.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M
5
WFC icon
Wells Fargo
WFC
+$5.75M

Sector Composition

1 Technology 9.95%
2 Financials 7.28%
3 Healthcare 7.02%
4 Industrials 6.37%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$49K 0.01%
+841
277
$49K 0.01%
1,200
278
$48K 0.01%
+565
279
$48K 0.01%
792
+120
280
$47K 0.01%
1,000
281
$47K 0.01%
951
282
$47K 0.01%
1,843
283
$47K 0.01%
923
284
$45K 0.01%
573
+373
285
$44K 0.01%
205
286
$44K 0.01%
200
287
$44K 0.01%
206
-15
288
$43K 0.01%
816
289
$42K 0.01%
470
290
$41K 0.01%
599
+126
291
$41K 0.01%
700
292
$41K 0.01%
+700
293
$40K 0.01%
360
-265
294
$40K 0.01%
383
+88
295
$39K 0.01%
162
-43
296
$39K 0.01%
1,900
297
$38K 0.01%
800
298
$37K 0.01%
476
299
$36K 0.01%
1,500
300
$36K 0.01%
+234
10 11
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