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
$585M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.22M
3
+$4.26M
4
TNL icon
Travel + Leisure Co
TNL
+$4.11M
5
IBM icon
IBM
IBM
+$3.99M

Top Sells

1
+$9.01M
2
+$7.27M
3
+$6.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M
5
WFC icon
Wells Fargo
WFC
+$5.75M

Sector Composition

1 Technology 9.95%
2 Financials 7.28%
3 Healthcare 7.02%
4 Industrials 6.37%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$25K ﹤0.01%
677
+102
327
$25K ﹤0.01%
362
+10
328
$25K ﹤0.01%
376
329
$25K ﹤0.01%
256
330
$25K ﹤0.01%
260
331
– –
0
332
$24K ﹤0.01%
337
-8
333
$24K ﹤0.01%
720
334
$24K ﹤0.01%
186
+1
335
$23K ﹤0.01%
231
336
$23K ﹤0.01%
+90
337
$23K ﹤0.01%
507
+332
338
$23K ﹤0.01%
+752
339
$23K ﹤0.01%
220
340
$23K ﹤0.01%
201
-25
341
$22K ﹤0.01%
+988
342
$22K ﹤0.01%
316
343
$22K ﹤0.01%
507
344
$22K ﹤0.01%
496
345
$22K ﹤0.01%
679
-375
346
$21K ﹤0.01%
+283
347
$21K ﹤0.01%
314
-124
348
$21K ﹤0.01%
130
349
$21K ﹤0.01%
1,000
350
$20K ﹤0.01%
1,094
12 13
14
15 16