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
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.57M
3
+$2.63M
4
DOCS icon
Doximity
DOCS
+$2.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.58M

Top Sells

1
+$12.9M
2
+$9.39M
3
+$7.38M
4
PFE icon
Pfizer
PFE
+$6.33M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.86M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24K ﹤0.01%
290
302
$24K ﹤0.01%
111
303
$24K ﹤0.01%
935
304
$23K ﹤0.01%
105
305
$23K ﹤0.01%
362
306
$23K ﹤0.01%
43
307
$23K ﹤0.01%
232
+5
308
$22K ﹤0.01%
500
309
$22K ﹤0.01%
700
310
$22K ﹤0.01%
209
311
$22K ﹤0.01%
449
312
$20K ﹤0.01%
400
313
$19K ﹤0.01%
+283
314
$19K ﹤0.01%
300
315
$19K ﹤0.01%
705
316
$19K ﹤0.01%
390
317
$18K ﹤0.01%
100
318
$18K ﹤0.01%
1,345
319
$16K ﹤0.01%
+75
320
$16K ﹤0.01%
342
321
$16K ﹤0.01%
255
-225
322
$16K ﹤0.01%
420
-19
323
$16K ﹤0.01%
210
-122
324
$16K ﹤0.01%
200
325
$16K ﹤0.01%
+130
11 12
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