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
$638M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.53M
3
+$9.1M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$7.53M
5
PEP icon
PepsiCo
PEP
+$7.24M

Top Sells

1
+$7.28M
2
+$7.07M
3
+$6.58M
4
FIS icon
Fidelity National Information Services
FIS
+$4.44M
5
MS icon
Morgan Stanley
MS
+$3.74M

Sector Composition

1 Technology 8.19%
2 Consumer Staples 6.04%
3 Healthcare 5.77%
4 Financials 5.7%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33K 0.01%
648
302
$33K 0.01%
676
+180
303
$32K 0.01%
+221
304
$32K 0.01%
307
-76
305
$31K ﹤0.01%
500
306
$31K ﹤0.01%
353
-117
307
$31K ﹤0.01%
+416
308
$31K ﹤0.01%
650
309
$31K ﹤0.01%
160
-46
310
$31K ﹤0.01%
425
311
$30K ﹤0.01%
619
-13,187
312
$29K ﹤0.01%
1,965
313
$29K ﹤0.01%
882
-661
314
$29K ﹤0.01%
215
315
$28K ﹤0.01%
200
-200
316
$28K ﹤0.01%
920
317
$28K ﹤0.01%
500
318
$28K ﹤0.01%
388
-1,076
319
$27K ﹤0.01%
+244
320
$26K ﹤0.01%
720
321
$26K ﹤0.01%
520
322
$26K ﹤0.01%
+50
323
$25K ﹤0.01%
381
+19
324
$24K ﹤0.01%
376
325
$24K ﹤0.01%
231
11 12
13
14 15