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
276
$33K ﹤0.01%
250
277
$32K ﹤0.01%
770
-750
278
$32K ﹤0.01%
774
+344
279
$32K ﹤0.01%
633
280
$31K ﹤0.01%
484
281
$31K ﹤0.01%
795
+500
282
$30K ﹤0.01%
822
283
$30K ﹤0.01%
1,195
284
$29K ﹤0.01%
800
285
$29K ﹤0.01%
535
286
$28K ﹤0.01%
175
287
$28K ﹤0.01%
265
-152
288
$28K ﹤0.01%
175
-41
289
$28K ﹤0.01%
417
290
$28K ﹤0.01%
+33
291
$28K ﹤0.01%
748
292
$28K ﹤0.01%
808
293
$27K ﹤0.01%
500
294
$26K ﹤0.01%
125
295
$25K ﹤0.01%
325
296
$25K ﹤0.01%
850
-465
297
$25K ﹤0.01%
1,662
298
$25K ﹤0.01%
433
299
$25K ﹤0.01%
42
-300
300
$24K ﹤0.01%
62
10 11
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