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
276
$40K 0.01%
+790
277
$39K 0.01%
+200
278
$37K 0.01%
1,740
279
$35K 0.01%
125
280
$34K 0.01%
1,016
281
$33K ﹤0.01%
350
282
$33K ﹤0.01%
4,125
283
$32K ﹤0.01%
4,075
284
$32K ﹤0.01%
633
285
$32K ﹤0.01%
114
286
$30K ﹤0.01%
640
287
$30K ﹤0.01%
648
288
$29K ﹤0.01%
1,150
-325
289
$28K ﹤0.01%
57
-75
290
$28K ﹤0.01%
535
291
$28K ﹤0.01%
696
292
$27K ﹤0.01%
+43
293
$27K ﹤0.01%
427
-402
294
$25K ﹤0.01%
231
295
$25K ﹤0.01%
808
296
$24K ﹤0.01%
554
+514
297
$24K ﹤0.01%
250
+178
298
$23K ﹤0.01%
300
299
$22K ﹤0.01%
920
300
$22K ﹤0.01%
950
10 11
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