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
$750M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.03M
3
+$3.96M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.12M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$12.4M
2
+$5.04M
3
+$4.78M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.54M
5
NOC icon
Northrop Grumman
NOC
+$4M

Sector Composition

1 Technology 11.54%
2 Healthcare 10.11%
3 Financials 5.08%
4 Communication Services 4.56%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$26K ﹤0.01%
920
302
$26K ﹤0.01%
555
303
$26K ﹤0.01%
808
304
$25K ﹤0.01%
97
+22
305
$25K ﹤0.01%
950
306
$25K ﹤0.01%
935
-6,610
307
$24K ﹤0.01%
300
308
$23K ﹤0.01%
476
+162
309
$23K ﹤0.01%
478
310
$22K ﹤0.01%
233
311
$22K ﹤0.01%
1,577
312
$22K ﹤0.01%
290
313
$21K ﹤0.01%
524
314
$21K ﹤0.01%
400
315
$20K ﹤0.01%
325
316
$20K ﹤0.01%
+200
317
$20K ﹤0.01%
822
318
$19K ﹤0.01%
72
319
$19K ﹤0.01%
130
320
$19K ﹤0.01%
+345
321
$19K ﹤0.01%
+53
322
$19K ﹤0.01%
4,700
+2,200
323
$19K ﹤0.01%
+100
324
$19K ﹤0.01%
+1,200
325
$18K ﹤0.01%
+340
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