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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K ﹤0.01%
122
-140
327
$13K ﹤0.01%
+140
328
$13K ﹤0.01%
705
329
$12K ﹤0.01%
130
330
$12K ﹤0.01%
320
331
$12K ﹤0.01%
314
332
$12K ﹤0.01%
114
333
$11K ﹤0.01%
1,000
334
$11K ﹤0.01%
100
335
$11K ﹤0.01%
60
336
$11K ﹤0.01%
500
337
$11K ﹤0.01%
4,900
338
$10K ﹤0.01%
+92
339
$10K ﹤0.01%
+200
340
$10K ﹤0.01%
+640
341
$10K ﹤0.01%
2,500
342
$10K ﹤0.01%
100
343
$10K ﹤0.01%
800
344
$9K ﹤0.01%
351
345
$9K ﹤0.01%
573
346
$9K ﹤0.01%
1,000
347
$9K ﹤0.01%
350
348
$9K ﹤0.01%
2,500
+1,505
349
$9K ﹤0.01%
563
350
$9K ﹤0.01%
449
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