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
301
$36K 0.01%
406
302
$35K 0.01%
700
303
$34K 0.01%
125
304
$34K 0.01%
1,965
305
$33K 0.01%
920
306
$33K 0.01%
317
307
$33K 0.01%
1,791
308
$33K 0.01%
600
309
$32K 0.01%
648
310
$31K 0.01%
180
-760
311
$31K 0.01%
400
312
$31K 0.01%
425
313
$30K 0.01%
1,033
-127
314
$30K 0.01%
346
-254
315
$30K 0.01%
520
316
$30K 0.01%
650
317
$30K 0.01%
+646
318
$29K 0.01%
279
-95
319
$29K 0.01%
215
+1
320
$28K ﹤0.01%
509
321
$28K ﹤0.01%
500
322
$28K ﹤0.01%
+534
323
$28K ﹤0.01%
300
324
$27K ﹤0.01%
500
325
$27K ﹤0.01%
609
11 12
13
14 15