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
276
$40K 0.01%
+945
277
$40K 0.01%
350
278
$40K 0.01%
1,800
279
$39K 0.01%
+403
280
$39K 0.01%
408
+319
281
$39K 0.01%
+612
282
$38K 0.01%
300
283
$38K 0.01%
553
284
$38K 0.01%
4,075
285
$38K 0.01%
1,750
286
$37K 0.01%
260
287
$36K 0.01%
500
288
$36K 0.01%
1,150
+350
289
$35K ﹤0.01%
114
290
$35K ﹤0.01%
648
291
$35K ﹤0.01%
350
292
$34K ﹤0.01%
+186
293
$33K ﹤0.01%
+800
294
$33K ﹤0.01%
150
295
$33K ﹤0.01%
155
296
$33K ﹤0.01%
302
+2
297
$33K ﹤0.01%
1,035
298
$32K ﹤0.01%
350
299
$32K ﹤0.01%
633
300
$32K ﹤0.01%
696
10 11
12
13 14