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
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.62M
3
+$5.39M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.58M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.83M

Top Sells

1
+$7.62M
2
+$7.2M
3
+$6.02M
4
IP icon
International Paper
IP
+$5.42M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.14M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19K ﹤0.01%
500
327
$17K ﹤0.01%
100
328
$17K ﹤0.01%
+485
329
$17K ﹤0.01%
1,094
330
$16K ﹤0.01%
15
331
$16K ﹤0.01%
400
332
$16K ﹤0.01%
822
333
$16K ﹤0.01%
528
-176
334
$16K ﹤0.01%
+242
335
$15K ﹤0.01%
456
-152
336
$15K ﹤0.01%
600
337
$15K ﹤0.01%
124
338
$14K ﹤0.01%
185
-96
339
$14K ﹤0.01%
750
340
$13K ﹤0.01%
295
341
$13K ﹤0.01%
1,000
342
$13K ﹤0.01%
741
343
$13K ﹤0.01%
736
+248
344
$12K ﹤0.01%
30
345
$12K ﹤0.01%
200
346
$12K ﹤0.01%
530
347
$12K ﹤0.01%
200
-55
348
$12K ﹤0.01%
253
349
$11K ﹤0.01%
27
-20
350
$11K ﹤0.01%
353
12 13
14
15 16