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
276
$47K 0.01%
1,000
277
$47K 0.01%
386
278
$46K 0.01%
600
279
$46K 0.01%
1,843
280
$45K 0.01%
564
281
$45K 0.01%
317
282
$45K 0.01%
4,125
+3,125
283
$45K 0.01%
1,800
284
$45K 0.01%
3,900
285
$44K 0.01%
1,052
+631
286
$44K 0.01%
1,740
287
$44K 0.01%
1,500
288
$43K 0.01%
1,034
289
$43K 0.01%
770
-902
290
$42K 0.01%
2,888
291
$40K 0.01%
980
-45
292
$40K 0.01%
+1,932
293
$39K 0.01%
150
-12
294
$39K 0.01%
600
295
$38K 0.01%
450
296
$38K 0.01%
+1,900
297
$37K 0.01%
500
298
$37K 0.01%
353
299
$37K 0.01%
+599
300
$36K 0.01%
3,000
+1,000
10 11
12
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