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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$31K ﹤0.01%
596
302
$30K ﹤0.01%
3,000
303
$30K ﹤0.01%
1,195
304
$29K ﹤0.01%
+250
305
$29K ﹤0.01%
500
306
$28K ﹤0.01%
300
+200
307
$28K ﹤0.01%
135
308
$28K ﹤0.01%
+566
309
$28K ﹤0.01%
250
310
$28K ﹤0.01%
+502
311
$28K ﹤0.01%
1,530
+970
312
$27K ﹤0.01%
822
313
$26K ﹤0.01%
535
314
$25K ﹤0.01%
433
315
$25K ﹤0.01%
748
316
$25K ﹤0.01%
808
317
$25K ﹤0.01%
125
318
$25K ﹤0.01%
+203
319
$24K ﹤0.01%
325
320
$24K ﹤0.01%
+558
321
$24K ﹤0.01%
503
322
$24K ﹤0.01%
935
323
$23K ﹤0.01%
268
+36
324
$23K ﹤0.01%
175
325
$23K ﹤0.01%
175
11 12
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