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
301
$21K ﹤0.01%
400
302
$21K ﹤0.01%
85
+46
303
$21K ﹤0.01%
1,577
+25
304
$21K ﹤0.01%
400
305
$20K ﹤0.01%
478
306
$19K ﹤0.01%
290
307
$19K ﹤0.01%
622
308
$19K ﹤0.01%
500
309
$19K ﹤0.01%
75
-201
310
$18K ﹤0.01%
555
311
$17K ﹤0.01%
325
312
$17K ﹤0.01%
200
313
$17K ﹤0.01%
439
+239
314
$17K ﹤0.01%
230
315
$16K ﹤0.01%
72
-37
316
$16K ﹤0.01%
524
317
$16K ﹤0.01%
822
318
$16K ﹤0.01%
+200
319
$16K ﹤0.01%
220
320
$16K ﹤0.01%
250
+116
321
$16K ﹤0.01%
124
322
$15K ﹤0.01%
+233
323
$15K ﹤0.01%
438
324
$15K ﹤0.01%
1,094
325
$14K ﹤0.01%
100
11 12
13
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